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FUND COMMENTARY
Thrivent Mid Cap Value Fund: Defining value investing
By Graham Wong, CFA, Senior Portfolio Manager | 10/31/2023
10/31/2023
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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.
Related videos:
Thrivent Mid Cap Value Fund: Risk management
Thrivent Mid Cap Value Fund: Challenging the consensus
Thrivent Mid Cap Value Fund: Banking sector investing
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