A recent article in Advisor Perspectives by BAM Alliance’s Larry Swedroe offers a list of criteria investors should consider when choosing a factor-based strategy. According to the article, “The factor…
Day: July 9, 2019
Howard Marks on the Market Cycle
In a recent interview with LinkedIn, billionaire investor and Oaktree co-founder Howard Marks shares insights on the current market cycle and where to find investment opportunities. Here are some highlights:…
Who Will Replace Larry Fink?
A recent article in Institutional Investor discusses the future of BlackRock with respect to the firm’s succession planning and points raised in a January memo to employees from Larry Fink,…
A List of Value Screens from Industry Legends
In an article from 2014, AAII Journal offers a list of five stock selection rules for value stocks which it derived from some of Wall Street’s most celebrated and successful…
Yale Enlisting Help from Endowment Chief for New Master's Program
Yale is turning to its longtime endowment CIO David Swensen to help develop the next generation of asset managers by teaching in its new master’s program. This according to a…
Goldman: Value Investing Still Alive, with This Twist
A recent CNBC article reports that, according to Goldman Sachs, there’s still life left in a value investing strategy, especially with the Fed set to cut rates again. Goldman says…