In this episode, we speak with Jeff Muhlenkamp. Jeff is the manager of the Muhlenkamp Fund, which has managed client money for over three decades. We discuss his approach to…
Tag: Value Investing
Benefits of Value Investing in Turbulent Times
In the current climate of global macroeconomic turbulence, the value investing approach may compensate for rising interest rates, persistent inflation, and economic slowdowns, contends an article in Barron’s. Value investing…
Show Us Your Portfolio: Ryan Kirlin
In our first nine episodes of Show Us Your Portfolio, we spoke to some great investors and looked at some really interesting investment approaches. But one thing we noticed about…
Revisiting the Case Against Value Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — I have always been a big believer in value investing. The idea of buying companies at discounted prices has always resonated with me. And the fact…
Value Investing May Not Come Back, Says Einhorn
In an interview with Bloomberg Television, the founder of Greenlight Capital David Einhorn said that he’s not sure if value investing will ever be a popular strategy again, because significant…
Value Investing Offers Diversification
The value investing strategy—acquiring shares of companies that are trading below their fair market value—had fallen out of favor in the 2010-2020 decade as high growth businesses dominated the market.…
Value Investing Opportunities in Asia
In an interview with Bloomberg TV, Ken Wong of Eastspring Investments said that because the Fed’s interest rate hikes aren’t necessarily factoring in the continuing war in Ukraine, China’s ongoing…
Mapping The Opportunity in Small Caps to Value Investment Strategies
By Justin Carbonneau (@jjcarbonneau) — Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks,…
Value Investing Has Changed
In a sign of the changing times, tech giant Meta Platforms was bumped into the value stock benchmark Russell 1000 Value Index as a result to lowered earnings growth. While…
Maple-Brown Says Value Investing Is A Winner
Looking for the cheapest value stocks in the market today? Screen based on a value composite approach: A value composite seeks to find cheap stocks using a combination of value…