With corporate lending tightening, companies relying on internal cash generation—often found via value investing strategy screens—are better positioned to weather macro stress. With Fed Chair Jerome Powell cautioning that equities appear overvalued, value investing could offer a timely and strategic advantage. Even a comment hinting at caution or challenging market expectations can trigger investor panic, leading to widespread sell-offs, ultimately hurting the market. Even so, the possibility of a downturn is enough to push risk-averse investors toward value investing. This strategy aims to invest in 10 of the highest-yielding stocks within the 30-stock Dow Jones Industrial Average , particularly when those stocks have declined significantly. The main idea is to capture these stocks while they’re undervalued, collecting high dividends and profiting as their valuations (presumably) rebound and continue to grow. Value investing strategy is finding traction in industrials, where price-to-book ratios remain below 1.3 and free cash flow margins are expanding, suggesting favorable upside risk compared to the overbought tech sector.