In a recent webinar discussing opportunities in U.S. equities, David T. Cohen, co-portfolio manager for the Boston Partners Large Cap Value strategy, explained why value stocks started to outperform in late 2020 — and why he thinks this could be part of a longer-term trend.
Mike McCune, CFA, Portfolio Analyst, explains why now is a good time to allocate to international equities in this short clip.
Webinar: Portfolio Manager Joshua Jones, CFA, deconstructs where we are in the value cycle. Access the replay here.
Paul Heathwood, CFA, Director of Investor Relations, highlights why active value has become a contrarian exposure in this short clip.