On March 4, Henry McVey, KKR’s Head of Global Macro and Asset Allocation, appeared in a CNBC Television interview to discuss how investors can navigate the volatile market amidst geopolitical uncertainty. He told CNBC that his firm expects 2026 to be a robust year in terms of growth, noting that the sentiment is backed by strong earnings. However, the current geopolitical tensions in the Middle East have raised concerns regarding the security and resilience of logistics, supply chains, and the overall economy.
McVey highlighted key high conviction themes including diversification into international markets including Japan and India, diversification outside of the Mag 7, and moving into real assets. He likes sectors, including infrastructure and real estate, as they have the potential to do well in nominal GDP. McVey told CNBC that the AI spending currently stands at around 5% of the US GDP; earlier, at the time of the housing crisis, the housing market represented 7% of the GDP. Given the increased spending and contracted cash flows, investors need to pick companies with proven balance sheets rather than speculative ones.
With that, let’s take a look at the 10 Best Value Stocks to Buy for the Long Term.
Our Methodology
We sifted through reputable financial media to identify stocks that are trading below a forward P/E of 15, and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10 Best Value Stocks to Buy for the Long Term
10. Novo Nordisk A/S (NYSE:NVO)
Novo Nordisk A/S (NYSE:NVO) is one of the Best Value Stocks to Buy for the Long Term. On March 2, Novo Nordisk A/S (NYSE:NVO) announced a €432 million (DKK 3.2 billion) investment in its Monksland facility in Athlone, Ireland, to boost production of oral GLP-1 treatments.
Management noted that this investment will allow the company to have a hub to serve international markets outside of the US. The investment is aimed at retrofitting the existing tableting plant, adding capacity for current and future GLP-1 drugs like oral Semaglutide. The company has already started construction on the 45-acre site and is expected to wrap up gradually from late 2027 to 2028.
Management also highlighted that the already recruited 260 employees at the site are expected to prioritize high-quality, sustainable oral treatments, while the construction is projected to create up to 500 jobs. Kasper Bødker Mejlvang, EVP CMC & Product Supply of the company, called it a “historic milestone” for Ireland operations and meeting patient needs for chronic diseases.
Novo Nordisk A/S (NYSE:NVO) is a global healthcare company specializing in diabetes care. It develops, discovers, manufactures, and markets pharmaceutical products. Its operations are divided into two business segments: biopharmaceuticals and diabetes and obesity care. The latter segment covers GLP-1, insulin, and other protein-related products.
9. JPMorgan Chase & Co. (NYSE:JPM)
JPMorgan Chase & Co. (NYSE:JPM) is one of the Best Value Stocks to Buy for the Long Term. On March 3, JPMorgan Chase & Co. (NYSE:JPM) announced two key hires for J.P. Morgan Asset Management. The bank appointed Stephanie Davis as Head of Private Wealth Alternatives and Sean Flynn as National Manager for the same group.
The bank noted that Stephanie Davis brings 30 years of experience serving as a financial advisor, including her recent role as Co-Head of U.S. Private Wealth Solutions at Hamilton Lane. Davis will be based in New York and will report to Steve Lundquist, Head of US Advisor. Management noted that she will oversee sales and marketing of private market products for advisors, ideate new offerings, drive growth, and build educational resources to demystify these investments for clients.
On the other hand, Sean Flynn was previously leading alternative investments for the bank’s US Wealth Management business. As National Manager, Flynn will manage a field team of client advisors nationwide, partnering closely with Davis. Management noted that the team is expanding from its current size to 20 dedicated professionals by year-end, taking the total US Advisor staff to 350.
JPMorgan Chase & Co. (NYSE:JPM) is a global financial holding company offering a wide range of services across investment banking, consumer finance, commercial banking, transaction processing, and asset management.
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