In the news: FundFire: Are Institutions Giving Value Strategies Another Look?

May 24, 2022

FundFire reports: Investment consultants say they’ve been advising their institutional clients to allocate to value for a while now.

“The main reason we are seeing more institutional investors focus on value managers is because they want a balanced-style exposure in their portfolios,” said Scott Treacy, research consultant at data company Investment Metrics. Large-cap growth equity products across U.S., international and global universes bled more than $18 billion in tax-exempt institutional capital during the first quarter of 2022, compared to the total large-cap value investing style products, which lost just $15.6 billion in the same period, according to Investment Metrics data.

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