Portfolio Manager Curtis Jensen tackled the value versus growth debate head-on at the Robotti annual meeting in November – quotation below. Please contact us at email@example.com if you would like the full transcript.
“Running through the investment landscape is this tug of war between so-called “value” investing and “growth” investing, I think a lot of that is phony baloney. I think you can kind of throw some of that out the window. As far as I’m concerned, value and growth are tied at the hip; there is no value without growth.”
– Curtis Jensen, Portfolio Manager, Ossia Strategy