Now leaving ThriventFunds.com

 

You're about to visit a site that is neither owned nor operated by Thrivent Asset Management.

In the interest of protecting your information, we recommend you review the privacy policies at your destination site.

Financial Professional Site Registration

Complete this form to get full access to the entire financial professional site.

By clicking “Register”, you agree to our privacy and security policies and that you are a financial professional.

Access will be granted immediately, but the registration process may take up to 5 business days to complete.

Thank you for registering

You can now enjoy all financial professional content.

If your download does not start automatically, click here.

An error occurred

Please check back later.

FUND COMMENTARY

Thrivent Mid Cap Value Fund: Defining value investing

By Graham Wong, CFA, Senior Portfolio Manager | 10/31/2023

10/31/2023

 

Graham Wong, CFA, makes his case for investing in undervalued companies with improving trends as a part of his core value philosophy.

Video transcript

Host: Taking a step back, Graham, how do you define a value investing?

Wong: We manage the Fund with a more core value philosophy. We define value as the intrinsic value of companies relative to their return on invested capital profile. In other words, we’re looking for undervalued companies with improving or high profit trends. And the way we realize performance or value is that these companies have higher earnings over time and also gets a higher multiple by the market given their quality.

Graham Wong, CFA
Senior Portfolio Manager


Related videos:

Thrivent Mid Cap Value Fund: Challenging the consensus


Thrivent Mid Cap Value Fund: Banking sector investing

Related Insights