PlanMaestro Posted April 26, 2012 Share Posted April 26, 2012 Investing with Style http://video.ft.com/v/1590459177001/Investing-with-style Interesting take on what traditional value drivers have underperformed in the current cycle. If you ignore the value/growth dichotomy and consider growth as another value driver (is there any other kind?) it is even more interesting. "The problems of value at the moment are down to a loss of trust" This other video on the US financials and book value in general is also related to this issue: http://video.ft.com/v/1583877064001/America-s-hidden-treasure Link to comment Share on other sites More sharing options...
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