A $15.3 billion ETF—BlackRock’s iShares MSCI USA Momentum Factor—suffered losses due to the timing of a rebalance. This according to a recent article in Bloomberg. The BlackRock ETF reportedly “went…
Tag: Value Stocks
AQR’s Cliff Asness is Back to Defending Value
Cliff Asness, “godfather of value investing” and co-founder of AQR Capital Management, is once again defending value investing and saying that current valuation spreads between the cheapest and most expensive…
Age of Bull Market May Help Determine Value Stocks’ Fate
Value stocks just had their worst month relative to growth in about twenty years, according to a recent Bloomberg article that highlights vastly different opinions as to whether a comeback…
Here’s Why the Value Rally Maybe Just Resting For Now
Despite the threat of rising inflation and a potentially more hawkish Fed stance, “some market strategists say the group could still see gains this year.” This according to a recent…
Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology
Research shows that value stocks can generate an excess return because the market tends to overestimate their problems, and value investors benefit when it realizes that. But despite that being…
Plenty of Fuel Still in the Tank for Value Stocks
Several forces are unfolding that indicate the rebound in value will continue, according to a recent article in Advisor Perspectives from Avi Lavi of AllianceBernstein. The article examines the drivers…
Value Stocks: Will 2021 Be Their Year?
Several signs point to an end of the long-term slump suffered by value stocks, according to a recent article in Kiplinger. Here are some key takeaways from the article: The…
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French (Ep. 85)
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper “Migration” by Eugene Fama and Kenneth…
Where to Find the Next Leg of Gains if Value Starts Slowing Down
The recent comeback of value stocks has been bolstered by rising interest rates and inflation concerns, but growth could re-emerge as a dominant force “as the easy money in small-cap…
The Valuation Gap Between Growth and Value, and How to Play It
A recent article in Barron’s reports that downtrodden value stocks are “finally winning” and the “comeback seems for real.” The wide valuation spread between growth and value, along with the…