We are proud to be recognised for the 2nd straight year in the 2021 Real Leaders Impact Awards

April 2021

CVF News

The Return of Value Investing … Or Did It Really Go Away?

Kevin Chin

In November 2020, we penned our last full newsletter for the Company in its publicly listed structure. We contemplated in that newsletter whether the “reopening rally” that was manifesting could mark the inflection point of a “value” revival. We also posed the question whether it would be appropriate to further increase exposure to value stocks and deploy at least 50% of our significant cash holdings at the time. (Of course, this was unfortunately not possible given the Company had a vote imminent in relation to a voluntary liquidation and capital return, which was held in December 2020 and precipitated by the demands of a majority of the shareholder base).

Read the article