Is value investing broken or just misunderstood?

 This session has been organised by CFA UK’s value investing special interest group.  

We are delighted to welcome back Shoaib Akhtar, CFA for another insightful session. Following his highly regarded presentation last year, The Great British Disconnect – Rebuilding Confidence in UK Equities, this is your opportunity to meet Shoaib in person and hear his latest perspectives. 

Event Overview 
Value investing has long been a cornerstone of investment strategy, yet in recent years it seems to have fallen out of favour. Is this a sign of structural decline or simply a case of misunderstanding? 

In this session, Shoaib will explore: 

• Why value investing appears to have struggled in recent years 
• How shifts in market structure, interest rates, index dominance, and investor behaviour have influenced outcomes 
• Common misconceptions and misapplications of the value investing concept
• What value investing truly means in today’s market environment 

Join us as we separate genuine challenges from myths and uncover where opportunities may still lie for disciplined investors.  

Enjoy this discussion in a relaxed pub setting, perfect for networking and informal conversation after the session. Grab a drink, connect with peers, and exchange ideas in a friendly atmosphere. 

Who Should Attend 
This session is ideal for: 

• Investment professionals seeking to deepen their understanding of value strategies 
• Portfolio managers and analysts navigating today’s market dynamics 
• CFA charterholders and candidates interested in practical applications of value investing 
• Anyone curious about the future of fundamental investing in a changing environment

Speaker:
Shoaib Akhtar