As investment managers, we have had a value tilt within our portfolios for several years due to the opportunity presented.

One question we get asked regularly is why we currently favour value and what constitutes value or growth investments within our portfolio. To help provide some further information on this and what we currently invest in, the investment team have put together these downloadable slides. Within these we highlight how we define value and growth investments and when we believe these styles will work best from an economic perspective.

We have also done a deep dive into value style investing. Following conversations with the managers of the value funds we hold, they have exposure to both cyclical and defensive sectors but due to the cheaper valuations on offer, the funds are currently tilted more towards cyclical sectors compared to defensive sectors.

We currently favour value style investing and have a value tilt within our portfolios, however, this may change over time, and we will continue to position our investments in the areas we believe have the best opportunities to provide positive performance for our portfolios.

As always, if you have any questions, please do get in touch with one of the team.