You could argue that investing in under-appreciated companies with quality balance sheets and benefitting from good yield and growth should never be out of style.
Why though should a value approach be applied only to equities and not across a whole range of asset classes?
In fixed income applying a value approach could mean avoiding Gilts and investment grade corporates but finding value in high yield short duration bonds.
In other asset classes, this approach could see you favouring REITs, renewable energy vehicles and infrastructure investments.
What about risk?
Value investing by its very nature should mean never buying at the top of the market it also means conducting research to find the value in companies bonds and markets that other investors may not yet see.
There are a number of equity “value” managers in the market but few offering a Multi-Asset approach….
Why restrict good thinking to just one asset class!
Seneca are experts in Multi-Asset investing with a value approach visit their website at www.senecaim.com or take the time to read Seneca CIO Peter Elston’s latest investment letter here>>
Arrange a 10-minute informative chat about Seneca funds and approach?
Call or email Helen Oloughlin Seneca Business Development Consultant on:
0151 906 2483 or [email protected]