Rob Arnott of Research Affiliates is one of the best investment strategists around. He wrote a fantastic article on the opportunity in value investing, so instead of going on about it, I’m just going to let you read it to get a good grasp of the opportunity in front of us. Here was one quote that caught my attention: “When most liquid asset classes are set to deliver a negative or near-zero real return, value stocks stand out as the only asset class likely to generate a 5%–10% real return over the coming decade. ” This is another reason, why our options strategies targeting double-digit returns can be a big difference maker for us in my opinion, in combination with value investing.
Here is the article for you to enjoy and I’d highly suggest reading: https://www.researchaffiliates.com/en_us/publications/articles/842-did-i-miss-the-value-turn.html