Blending Growth and Value Type Strategies Could be Best

Investment firm Gerstein Fisher suggests that “blending Growth and Value [approaches to investment] even in a simple 50/50 split generally offers more stable returns than either a 100% Growth or 100% Value portfolio.” They note that value has clearly outperformed over a 90-year time-horizon and that growth has provided significantly better returns over the last 9 years, while also drawing on behavioral finance literature to remind readers that “investor attempts to time markets and cycles… Read More

When It Comes To Growth Or Value, Have Your Cake And Eat It Too

It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion. “When it comes to investing’s great ‘either/or’ – that is, the growth or value debate – you can have your cake and eat it, too,” Reese writes for Canada’s Globe and Mail. “That’s because the great growth versus value debate is, in fact, a false… Read More

How to Find Growth Stocks that Keep Growing

Newsletter guru Jim Oberweis has found some gems in upstart growth plays like Baidu.com and Green Mountain Coffee Roasters, and in a recent interview with Forbes he explained how he finds such top growth picks. “Our methodology is focused on the premise that investors tend to underestimate how long growth companies can continue their growth path,” Oberweis says. He says he looks for companies with strong financial performance that is backed up by a qualitative… Read More

Reese: Growth & Value Not an Either/Or

In the latest edition of his Hot List newsletter, Validea CEO John Reese says that investors too often fall prey to the idea that growth and value are opposing concepts. In reality, he says the best stocks include aspects of both value and growth plays. “In the dozen or so years I’ve spent studying history’s most successful investment strategies, I’ve found that paying too much attention to such style-box distinctions can be harmful to your… Read More

The Two-Pronged O’Shaughnessy Attack

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has produced annualized returns of more than 6.7% since its inception more than six years ago, a period in which the S&P 500 has gained just 1.3% per year. Below is an excerpt from today’s newsletter along with several top-scoring stock ideas based on the O’Shaughnessy… Read More

Zweig Strategy: 10 Growth Investment Ideas for a Tough Market

In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models on run on Validea.com. In this week’s issue, I outlined the strategy from the famous growth oriented investor, Martin Zweig. Below you will find an excerpt from the newsletter along with a handful of top scoring stock ideas based on the Zweig investment strategy. Taken from the March 6, 2009 issue of… Read More