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Value investing still works, but stock selection is key: Fund managers
Business Standard 54 min ago·28 Oct 2026, 10:40 am
Fund managers at the Business Standard BFSI Summit emphasized that value investing remains a powerful strategy, but its success now hinges on precise stock selection. They argue that investors should look past popular market narratives and focus on the intrinsic value of businesses. This involves a careful assessment of financial fundamentals and current valuations to identify assets that are priced below their true worth.
This shift in focus is crucial for retail investors to build long-term wealth. By prioritizing fundamentals over short-term trends, investors can avoid bubbles and make more informed decisions. The key takeaway is that while the core philosophy of value investing hasn't changed, the method of identifying opportunities has become more rigorous.
Investors should now pay close attention to corporate earnings, balance sheet health, and management quality. Moving forward, the market will likely reward companies with strong underlying business models and reasonable valuations. Staying disciplined and conducting thorough research will be the primary differentiator for successful investors in the current environment.
Key takeaways
- Category: Stocks.
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