While value investing has faced an incredibly difficult period due to momentum-driven trading and earnings-surprise chasing, Anton maintains that markets are cyclical. He believes a market correction is approaching and that fundamental valuation discipline will ultimately return to the forefront.
In the article, Anton advocates for disciplined, quality value investing over speculative trading and market hype. He warns against chasing...
https://www.afr.com/markets/equity-markets/these-iml-veterans-have-teamed-up-again-here-s-what-they-re-buying-20260715-p60flg
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