The outperformance of value stocks that occurred on September 9th is “unnerving to investors because a rotation away from growth could “result in a downturn for the broader market, some…
Day: September 19, 2019
"The Fed is Clueless" says Bob Rodriguez
A recent article in Advisor Perspectives offers highlights of an interview with Robert Rodriguez, award-winning fund manager and former managing partner at Los-Angeles-based asset manager FPA. Here is a summary…
Why Return Skewness Offers Some Hope for Value Investors
By Jack Forehand, CFA (@practicalquant) It is no secret that value investing strategies have struggled for a long time now. The extended period of underperformance has tested the patience of…