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Calm Your Nerves With Value Stocks As Faster Inflation Roils The Market: (HWAAX)

TedTed
in Fund Discussions
FYI: If interest rates are headed up because of rising inflation — the working theory behind the U.S. stock market’s recent panic attack — then it’s time to calm your nerves by tilting toward value stocks.

That’s the view of David Green, who helps manage the Hotchkis & Wiley Value Opportunities Fund HWAAX, +0.10% Sure, he’s got a bias. He manages a value fund. But hear him out, because he’s worth listening to.
Regards,
Ted
https://www.marketwatch.com/story/calm-your-nerves-with-value-stocks-as-faster-inflation-roils-the-market-2018-02-20/print

Comments

  • Old_Skeet
    Old_Skeet use to own this fund. In reducing the amount and number of funds held in the growth area of my portfolio, a couple of years back, this is a fund that I let go in the reduction process. However, I did keep it's sister fund HWIAX (Capital Income) which is held in the growth & income area of my portfolio. Although, David Green is not listed as one of its managers it follows much the same strategy on the equity side as HWAAX.
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