In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Head of Advice, Samuel Kerr take a hard look at the problems with Value investing and what investors should expect.
Value investing has had a really bad decade. Over the last 10 years, the MSCI World Value Index has done approximately 50% worse than the MSCI World Index. A decade is a long time to wait for things to get better in the investment world. Coincidentally Charlie Munger, who is Warren Buffet’s partner at Berkshire Hathaway, sadly passed away this week at age 99. That duo are the most famous value investors of all time. We discuss their approach, some of Charlie’s wisdom and their underperformance. Is value investing doing something wrong? Our answer is yes, and we explain why in the podcast.
Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.
Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.