Important information

This website is for Institutional Investors in France only.

If you are an Individual Investor click here, if you are an Financial Intermediary click here. Should you be looking for information for another location, please click here.

By clicking, you acknowledge that you have fully understood and accepted the Legal and Regulatory Information.

Capital IdeasTM

Investment insights from Capital Group

Categories
Portfolio Construction
Time to rethink value versus growth
Nisha Thakrar
Client Solutions Specialist Based in London
September 22, 2021
  • Value’s stubborn underperformance and growth’s unprecedented outperformance over the last decade, is prompting investors to re-examine style investing.
  • While history guides investors to ask whether the traditional value-growth rotation cycle has simply extended, the influence of secular changes in driving valuations is hard to ignore.
  • Disruptive new forces such as digitisation and the accelerated growth of intangible assets, require a bottom-up approach to understand a company’s true value.
  • Looking across value and growth universes to find winners can enable investors to meet their long-term objectives, regardless of whether a rotation is here to stay

Nisha Thakrar is a senior manager within the client solutions group at Capital Group. She has 19 years of industry experience and has been with Capital Group for 16 years. Earlier in her career at Capital, she was the manager of product development for the European business. Prior to joining Capital, Nisha worked in investment administration and for the FundsNetwork™ platform at Fidelity International. She holds a master’s degree with honours in electronic engineering with computer science from University College London. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Nisha is based in London.

Learn more about
Portfolio Construction
Equity
Long-Term Investing
Active Management
Read Insight

Our latest podcasts

RELATED INSIGHTS

Hear from our investment team.

Sign up now to get industry-leading insights and timely articles delivered to your inbox.

By providing your details you are agreeing to receive emails from Capital Group. All emails include an unsubscribe link and you may opt out at any time. For more information, please read the Capital Group Privacy Policy

Past results are not predictive of results in future periods. It is not possible to invest directly in an index, which is unmanaged. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.