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I had always thought that all "Intelligent Investing" is "Value Investing". And that true value is always sustainable. In otherh words, "All Intelligent Finance is Sustainable Finance."
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2 June 2025
11 January 2021
From one piece Something of Value (memo to Oaktree clients) 2 beliefs · oaktreecapital.com
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Rather than being defined as one side of this artificial dichotomy, value investing should instead consist of buying whatever represents a better value proposition, taking all factors into account.
Something of Value (memo to Oaktree clients)oaktreecapital.com
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Not only are the traditional staples of classic value investing (readily discernable quantitative measures of cheapness in the here-and-now) no longer likely to produce a sustainable edge on their own, but the world has gotten more complex, with many more dynamics that can drive a decoupling of near-term metrics from valuation, both to the positive and negative.
Something of Value (memo to Oaktree clients)oaktreecapital.com
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