Understanding value investing

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Perpetual Investments

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James Holt, Senior Investment Specialist at Perpetual joined Oran D'Arcy, National Business Development Manager at ASX to help investors understand what is meant by value and quality investing and how Perpetual defines value for investors.

Topics discussed:

  • What is value investing?
  • What is meant by quality stocks?
  • How do you define value for investors?
  • How has value investing worked over time?
  • Value investing has had a tough time of late: why is this and when might it change?

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not indicative of future performance. To view the Perpetual Group's Financial Services Guide, please click here.

The information is believed to be accurate at the time of complication and is provided in good faith. This document may contain information contributed by third parties. PIML and PSL do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time and do not constitute a recommendation to act.

This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practise or law that is often complex and can change.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.