Integrating ESG (environmental, social, and government-mindedness) into value investing could be a vital component in generating returns, contends an article in Investor Daily. While many value stocks can be found…
Author: Validea
Invest With Managers Who Invest
Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. Case in point: the American Century Small Cap Value…
Factor Investing in Under the Radar Markets with Chris Covington
In this episode, we talk factor investing with AJO Vista Head of Investments Chris Covington. We discuss their unique approach to factor investing and how they apply it to less…
Combining Sentiment and Fundamentals: How Quant Models Uncover Opportunities
By Justin Carbonneau (@jjcarbonneau) — In my previous article, “Unlocking the Market’s Mood,” we explored various methods of gauging investor sentiment in stocks. In this article, we’ll delve into how…
Retirement Planning in Your Prime Earning Years
Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss…
Why Arnott Favors International Stocks
The worst mistake investors can make is “performance chasing,” says Research Affiliates Chairman Rob Arnott in an interview on Bloomberg Television. Besides chasing performance—buying more of what’s done well while…
Take These Small Steps To Boost Your Retirement Savings
As a requirement of the new Secure Act 2.0 legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their…
Look For The Number 4 in Quarterly Earnings
A study shows that when the number 4 doesn’t show up as often as the first digit after a decimal point, it could be a red flag about earnings, according…
Stocks Can Win When Women Lead
While volatility is still the name of the game, an article in Barron’s highlights six companies helmed by female CEOs that are sailing ahead in rough waters: General Motors. GM…
Morningstar’s Director of Manager Research Shares His Focus
Focusing on high yield funds, Core and Core Plus Bond offerings, as well as active ETFs, the 76-member team that makes up the manager research and ratings team looks for…