Charles de Vaulx: Why Value Investing Has Slumped but Will Rebound

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 20 November 2019

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

A value-investing maven explains why bargain-hunting has lagged.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company, Lansing, Michigan,
0:24.0	and Jackson National Life Insurance Company of New York, purchase New York.
0:31.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:37.1	Welcome to the Longview. I'm Jeff Patak, Global Director of Manager Research for Morningstar Research Services.
0:38.0	And I'm Christine Ben's Director of Personal Finance for Morningstar, Inc.
0:41.4	Our guest this week is Charles DeVoe.
0:44.0	Charles is chief investment officer and portfolio manager at International Value Advisors,
0:49.1	where he's also a partner.
0:51.0	With his colleague, Chuck DeLardamamel, Charles manages the IVA International and
0:55.8	IVA worldwide strategies. Before forming IVA in 2008, Charles was portfolio manager of the
1:02.5	First Eagle Global, overseas, U.S. value, and variable strategies. For his accomplishments,
1:09.1	we've recognized Charles and his co-manager Chuck several times in the past,
1:13.5	first in awarding them our International Stock Manager of the Year Award in 2001, and also in nominating
1:19.5	them for the same award in 2006. Charles began his career at Societe General Bank as a credit
1:27.1	analyst in 1985.
1:29.3	He graduated from the Eco Superior Commerce de Paris and holds the French equivalent of a master's degree in finance.
1:37.9	Charles, welcome to the Longview.
1:39.4	Good morning.
	...

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