Investment style: value versus growth

clock

Simon Brooks, principal fund manager, multi-manager & fund selection at LVAM, explores the pros and cons of two differing investment strategies

When constructing and reviewing their portfolios, apart from assessing potential returns, investors will try to control the perceived risks, usually trying to manage these higher or lower. Often this means weighting the portfolio towards a particular asset type, geographical region or market cap risk. The more advanced investor may also consider style, which can broadly be classified into five main groups; value, growth, momentum, pragmatic and passive. Value and growth Two of these styles, value and growth, have received particular attention of late. Value investors, such as Warren...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

'Bonds should not be doing all the defensive work'

Will Dickson
clock 09 July 2026 • 4 min read
SEI to launch two LTAFs in private markets 'expansion'

SEI to launch two LTAFs in private markets 'expansion'

‘Mansion House ambition’

Cristian Angeloni
clock 03 July 2026 • 1 min read
Darius McDermott: Building a resilient portfolio in a concentrated market

Darius McDermott: Building a resilient portfolio in a concentrated market

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

Darius McDermott
clock 01 July 2026 • 5 min read