Seasoned investor eyes tactical factor shift as value boom looms

If rotation from growth to value equities happens, it will be important to be selective about how one operates the equity portfolio, Kari Vatanen, CIO of EUR 3.9bn Veritas pension insurer, says in an interview with AMWatch.

Kari Vatanen, CIO, Veritas. | Photo: Veritas PR.

Has the time finally come for value investing?, asks the CIO of Finnish pension insurance company Veritas, Kari Vatanen.

Vatanen, who joined Veritas from pensions giant Varma in March of 2020 as the Covid-19 pandemic spread in Europe, notes that the question has been lingering for years and could be finally getting a positive answer as a rotation from growth to value stocks could be underway.

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