Dr Hendrik Leber, managing partner, Acatis Investment,

'Some industries may never return to former glory'

Allemagne
On the 09.01.20 at 4:00PM

by

Hendrik Leber

Value investing veteran Dr Hendrik Leber, managing partner at Acatis Investment, on the evolving nature of “value” and why some industries may not bounce back.
Dr. Hendrik Leber, Managing Partner, Acatis Investment

“This Time is Different” is considered to be a very a risky statement. Particularly in the year 1999, when value investors were seen as big losers, the trend reversed in just a year and value investors were richly rewarded.

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