Morningstar

A Guide to Using Valuation-Driven Investing to Help Your Clients

The challenge for advisers today is how to help investors in a market environment where prospective returns are low. One approach, valuation-driven investing, has been practiced by some of the world’s best investors and identified by academics as a consistent source of superior returns.

Download this paper to learn:
	What it means to invest with a margin of safety
	How to avoid value traps
	The importance of keeping your strategies productive
	When diversification isn’t enough

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