“Growth is the new value investing.” That’s what Jim Osman, the founder of The Edge Group, said when asked about how he was dissecting today’s prevailing market landscape.
“I’m a value investor at heart, but it just is dead,” he said. “And it just hasn’t worked for years.” He added: “Any savvy investor is not going to sing the same narrative.”
When the market tides shift, so does Osman. That’s why he’s focusing on companies that are focusing on what counts: technology and change.
Osman says astute investors have been rewarded for putting technology and special situations at the forefront of their methodology this year. And he expects that trend to continue.