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Value Investment Theory
Value investment has outperformed stock markets consistently for more than 70 years. It is a very research-intensive discipline, with the goal being to identify companies that offer the greatest “Margins of Safety”.
The beauty of classical value investment is that, in many ways, the emphasis is not upon achieving superior returns, but upon reducing risk. By focusing on companies offering the greatest margins of safety, the value investor first of all seeks to identify those investment opportunities which offer the lowest risk of substantial loss. But by focusing on reducing risk, the value investor also maximises the possibility of achieving superior returns.
Today, the term “value investment” is often applied to strategies that we believe have little in common with the original theory. At Lowes Wealth Management, we specialise in classical value investment.