Value investing strategy defensive consumer staples

Defensive consumer staples, trading at a 10% discount to their 5-year average forward P/E, are drawing attention from fund managers rebalancing towards value investing strategy in volatile macro conditions. “It’s more durable because looking at impact as a driver of growth of companies is a financial discussion,” Shah said. “This is a real economic theme and driver today.” Vanguard Small-Cap Value ETF (VBR): ETF Research Reports June earnings revisions show upward adjustments in EPS estimates for select industrial conglomerates, reinforcing the alpha potential of a value investing strategy in cyclical recovery plays.