Value Investing in a Time of Fear and Uncertainty

Gaining Perspective

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Fear and uncertainty in financial markets driven by inflation-fighting central banks, slowing economic growth and geopolitical tensions has driven risk-off investor behavior. While this can be disorienting, the U.S. Value team at Artisan Partners, led by portfolio manager Daniel Kane, views the current market drawdown as a healthy readjustment to the cost of capital. This comes after years of central bank interventions that distorted asset prices and provided a tailwind for growth stocks. It drove less selective managers to pay higher price multiples. He will explain why today’s shifting financial landscape will create more attractive investment opportunities, particularly for disciplined value investors.

Here is a link to the Artisan Partners web site, and here is a link for more information about the Artisan Value Income fund.

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