In this episode, we speak with FPA Crescent Manager Steve Romick. Steve has built an exceptional long-term record using an approach that combines value investing with protection of capital and…
Author: Validea
Much Needed Therapy for Value Investors
It has been a painful last decade for value investors. In this episode, our good friend Tobias Carlisle returns to commiserate about the struggles of value and also to talk…
Dollar Rally Crushes Popular Trades
At the end of last year, many—including Mark Nash of Jupiter Asset Management—bet that the dollar would weaken as the Fed loosened its policy. And indeed, that scenario played out…
The Birth of the “Fed put”
The effects of Long-Term Capital Management’s meltdown in 1998 are still being felt today, contends an article in The Wall Street Journal. When the fund, which had borrowed billions, collapsed,…
The Many Sides of Diversification: Spreading Your Bets Across Stocks, Factors and Asset Classes
The idea of diversification is simple. Most investors understand that spreading your bets and avoiding overconcentration is a good idea. But the details behind how to do that can be…
Quantitative Asset Management - Building Systematic Real-World Strategies | Michael Robbins
In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.”…
Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin
In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following…
Direct Indexing | How it Works and Whether It Is Worth It for Investors
Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial…
Vanguard’s New International Dividend Growth Fund
Last month, Vanguard launched an International Dividend Growth Fund designed to bolster dividends with shares of high-quality international companies—and investors should take notice, contends an article in Barron’s. That’s because…
🔎 Show Us Your Portfolio: Andy Constan
In this episode of Show Us Your Portfolio, we speak with Damped Spring Advisors founder Andy Constan. Andy has spent his career working at some of the most successful firms…