In a recent episode of the Bloomberg Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway talk to Rafe Resendes, portfolio manager and co-founder of the Applied Finance Group, about…
Tag: Value Investing
Value Investing’s Future
Dimensional Fund Advisors co-CEO and CIO Gerard O’Reilly says value is poised for a comeback but that the data is too “noisy” to know when it will happen. This according…
The Basics of Value Investing
By Jack Forehand, CFA (@practicalquant) When you look at the long-term performance data of the major investing factors, value and momentum typically rise above the rest. A few weeks ago, we began…
The Impact of Intangible Assets on Value Investing (Ep. 68)
Our economy is changing. Gone are the days where the biggest companies require substantial physical assets to operate and grow their businesses. Most of the companies that dominate our economy…
Rob Arnott on Value Investing Outlook
In a recent interview on a Spark Disruptors virtual panel, Rob Arnott of Research Affiliates offered insights and expectations related to value investing. Here are key takeaways from his comments:…
Value Investing Still Works and Here’s Why
Buying something for less than it’s worth is alive and well, writes Morgan Stanley’s Michael Mauboussin in a recent article for the Financial Times. “You might not know that by…
Five Lessons from Our Most Downloaded Podcasts of 2020
By Jack Forehand, CFA (@practicalquant) When we started our podcast, Excess Returns, late last year, I was hoping we could create something that would be educational and informative for people…
An Investment Manager’s Perspective: Does Value Investing Still Work?
A recent article in The Washington Post outlines “numbers that most retail investors have never heard of” to help explain why value investor Ted Aronson of AJO Partners decided to…
The Assets We Can’t See
By Jack Forehand, CFA (@practicalquant) There has been a major change in our economy going on for a long time now. The days where the largest firms make physical things…
Is Value Investing Dead? (Ep. 56)
Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this is just another of the long periods…