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Value Factor

"The secret to investing is to figure out the value of something - and then pay a lot less."
- John Ruskin

"I make no attempt to forecast the market-my efforts are devoted to finding undervalued securities."
- Warren Buffett

What is ‘Value’ Investing?

Value investing is a well-regarded investment strategy with its roots tracing back several centuries. However, it was only in the 20th century that it began to crystallise into a formalised appr

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How is ‘Value’ Measured?

Index providers across the world now publish factor indexes using various definitions of the factors. A simple way to ascertain the most popular definitions of value across the world is to inspe

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Does the Value Factor work?

The historical performance of value investing has witnessed various phases of outperformance and underperformance in comparison to growth investing, reflecting the cyclical nature of these inves

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Performance of Value Factor Across Markets: USA, Europe, and India

The analysis of the Value factor across the USA, Europe, and India provides insights into its long-term performance trends and cyclicality. The line graphs illustrate the relative growth of the

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NJ’s Value Factor - NJ Traditional Value & NJ Enhanced Value Models

A combination of good value parameters, portfolio diversification, and a robust weighting approach can assist in capturing the value factor to a large extent. NJ Asset Management’s resear

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Performance of Select Value Parameters

A.Dividend Yield Dividend Yield is calculated by taking the Trailing Twelve Months (TTM) Dividend Paid and dividing it by the closing price of the stock. This financial ratio provides investo

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