How long must value investors wait?

Hugh Young of Aberdeen Asia argues vanilla, transparent companies still outperform in Asia… eventually.

How long must value investors wait?
Hugh Young, Aberdeen Asia

It’s a tough market for fundamentally driven, bottom-up stock pickers. Central banks’ monetary easing has pumped up valuations, while deflation is undermining earnings growth. Hugh Young, who helped set up Aberdeen Asia’s business in 1992, is a veteran portfolio manager with a long-term perspective he still holds some stocks from that inaugural year. He argues that patience wins out against fads, even in the technology sector.

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