Are Value Stocks Dead? Ep #132
The theoretical support for value investing is
longstanding—paying a lower price means a higher
expected return. However, realized returns are volatile.
A 10-year negative premium, while not expected, is
not unusual.
But history also tells us that changing course after
a disappointing spell for known premiums can lead
to missed opportunities. When those drivers of
outperformance have turned around in the past,
steadfast investors have been rewarded. A key to
successful long-term investing is sticking with your
approach, even through difficult periods, so that
you are there for the good times too.
About the author, Scott Wellens
Scott Wellens, CFP® is an investment advisor and founder of Fortress Planning Group. After earning his Bachelor of Science degree from the University of Wisconsin-Oshkosh, Scott quickly ascended to become a Vice President of North American Sales at a major regional provider of telecommunications infrastructure. While financially successful in this role, Scott searched for ways to pursue his passion related to financial literacy and providing financial freedom for both his own family and others. During his search, Scott became curious about the significant gap he found in the financial services sector: he was unable to find a comprehensive financial planner that maintained a family stewardship lens without being attached to financial products. Scott decided to fill that gap by creating his own planning firm that maintains a strong passion for comprehensive, unbiased wealth planning that is genuinely client-centered.
Scott resides in Menomonee Falls, WI with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board, serves as a Dave Ramsey Financial Peace facilitator and leads the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.