According to Jonathan Norwood, Co-Head of the Mackenzie Cundill Team, one of the biggest risks for investors is to overlook the value investing style. Learn more about the benefits of value investing and Mackenzie Cundill US Class.
Jonathan Norwood and Richard Wong of the Mackenzie Cundill Team explain why they think US banks are better value now than European banks.
Richard Wong and Jonathan Norwood of the Mackenzie Cundill Team explain their thinking behind buying and selling several positions in the Cundill funds.
In their latest white paper, the Mackenzie Cundill Team argues that we are in the early days of a multi-year reversion to value. Find out more about their rationale.
The value cycle has been trading at trough valuations against growth and is showing resurgent signs of a recovery that began last spring 2016 but was interrupted this spring 2017 on fears that the Republican administration would not be able to deliver on stimulative reforms such as tax reform, infrastructure spending and deregulation.
The global economy continues to accelerate and we see fundamental macro improvements in all the major regions. The re-emergence of inflation is also taking place.
The global economy continues to improve and we see fundamental macro improvements in all the major regions. The re-emergence of inflation is also taking place.
The final quarter of the year was a positive environment for value investing. All of the Cundill Funds performed favourably relative to their benchmarks, as should be expected in this type of environment.