So there's this $35 billion fund that built its reputation hunting undervalued, overlooked stocks - classic value investing playbook. But here's the interesting part: while everyone's chasing AI darlings, their manager David Green is sticking to the old-school approach.

Think about it. The market's basically a handful of AI giants right now. Meanwhile, this major fund is doubling down on what made them successful decades ago - finding cheap assets nobody wants.

It's a bold move. Most institutional money is flowing into the same tech names everyone can't stop talking about. But Green's philosophy? If something's trading below its real worth and the crowd's ignoring it, that's where opportunity lives.

Kind of reminds you of early crypto investors, doesn't it? When Bitcoin was "worthless" and institutions wouldn't touch it. Sometimes the best plays are the ones that look boring to everyone else.

The real question: can traditional value metrics still work when AI hype is rewriting valuation rules? We're about to find out.