... 40.0% 30.0% 20.0% Communications 10.0% Health Care -0 D ec D ec -0 -9 D ec -9 D ec D ec -9 -9 D ec -9 ec D D ec -9 -9 D ec -9 D ec D ec -9 -9 ec D Technology 0.0% Figure 1.2 S&P 500 Sector Weightings ... accelerate the pace, and in so doing forced a change in the fundamentals of the value- investing discipline Mike Milken, T Boone Pickens, Carl Icahn, and the investment 18 NEW ERA VALUE INVESTING ... Constructing a Value- Driven Portfolio 129 Merged Companies Combining High-Growth and Slow-Growth Components 141 New Companies with Too Short a History 142 CHAPTER What Is Value Investing Today?...