Value Investing in 2018: Primed for a Comeback?

By Mike Liss - January 5, 2018

2017 brought with it a lot of uncertainty and speculation around what Congress would do, what lawmakers would or wouldn’t pass and what it all means to our economic landscape. But in my world, no matter what does or doesn’t happen, our approach to value investing remains the same: Identify undervalued companies that make products or have services that are needed. We look for high-quality companies that have good returns on capital. Right now, I have my eye on the energy sector and pharmaceuticals. Watch the video below for rationale on why I believe those sectors present good risk-reward opportunities.

Mike Liss
Mike Liss
  • Related Articles
  • More From Author

Getting to Know U.S. Value Investor Phil Davidson

Veteran investment manager has a record of creating value for investors.

Off-Price Retailers May Deliver the Goods to Stock Treasure Hunters

Off-price retailers offer customers the thrill of the hunt, making them an attractive investment theme among growth stocks.

Where are the Potential Bright Spots for Value Investors?

Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely.

    Value Investing: Out of Favor but Not Out of Steam

    Tariffs. Rising rates. Geopolitical turmoil. None of this deters Sr. Portfolio Manager Mike Liss on his mission to turn high-quality companies underperforming into shareholder return. See which industries are on his radar this quarter.

    Value Investing in 2018: Primed for a Comeback?

    Value equity Sr. PM Mike Liss sees good risk-reward opportunities in the energy and pharmaceutical sectors in 2018.

    The Search for Bargains in Value Investing

    It's been a tough year for value investors, but VP and Sr. Portfolio Manager Michael Liss sees risk-rewards in energy and consumer staples.

      The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.