DFAT: Concentration Risk, Slow Growth, And Valuation Concerns
Seeking Alpha·2025-11-12 22:13

Value investing doesn't have the best reputation nowadays. It's often seen as an outdated strategy that fails to capture the returns of growth stocks. That couldn't be further from the truth.Philipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. While he does not limit his investments to specific ...