Hope Springs Eternal

Verdad

Brian Chingono

Research

6 Pages

Verdad says after more than a decade of drought, the value premium has sprung back into positive territory, and the best years may be yet to come.

Key Takeaways

Withering Famine: During the 14 years between January 2007 and December 2020, value stocks trailed growth firms by -5.7% annualized, according to global data from Ken French.
Current Spreads: US valuation spreads today remain as wide as they were at the end of 2020, when value proceeded to outperform growth by 7.2% annualized over five years.
Value Premium: Over the past five decades, the global value premium has averaged 3.1% annualized, offering robust outperformance to buy-and-hold investors.
VIEW FULL REPORT

Join our newsletter to have all of this content + Exclusive Newsletter Bonus Content delivered to your inbox every week

Related Content

Asset Allocation
A Second Opinion on the 60/40 Default: Just What the Doctor Ordered
Apr 2026
AI
2026 Market Update
Apr 2026
Markets
Investing in 2026: AI, the Middle East, and Income
Apr 2026

The information contained in this communication is of a general nature for informational purposes only, and does not constitute financial, investment, tax or legal advice. The information contained within this communication reflects the opinions of those referenced herein, and do not reflect the opinions of The Idea Farm, L.P. and its affiliates. Such opinions expressed herein are as of the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data or information prepared by third parties is presented, no representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by The Idea Farm, L.P. or any other person. While such sources are believed to be reliable, The Idea Farm, L.P. does not assume any responsibility for the accuracy or completeness of such information and does not undertake any obligation to update the information contained herein as of any future date. Any links to third party websites are offered only for use at your own discretion. The Idea Farm L.P., and its affiliates, are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this communication will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.

Scroll to Top