With markets on steroids , have we totally forgotten what value is ? And if it will be back in vogue what is the value of value ? Right timing for some value investing maybe here, even though that’s somehow an oxymoron. Very good reading ! p.s. the tide is still in, but ….
Read more here: https://www.aqr.com/Insights/Perspectives/Its-Time-for-a-Venial-Value-Timing-Sin