Last week The Sunday Times asked for my opinion on the sectors with the best value opportunities at the moment and the best funds to give exposure to them. If you have a subscription to the Sunday Times here is a link so you can view the full article The reasons to love a stock that has fallen out of favour.
However, below I provide my full commentary, analysis and fund suggestions exclusively for 80-20 Investor members.
The sectors offering the best value opportunitiesWith the market still down more than 10% from last year’s high a number of sectors now look cheaper on a price to earnings (p/e) basis and will have shown up on value investors' radars. But value investing is not easy. The skill lies in trying to differentiate between something that is cheap in the short term for a reason, known as a ‘value trap’, and something which offers long term value.
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