Many smart-beta funds– which develop portfolios focusing on various factors such as low volatility, value, or momentum– have underperformed the market, especially after accounting for fees and expenses. This according…
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Jack Bogle Shares Thoughts on Professional and Business Values—Part 4
An essay by Vanguard founder Jack Bogle, published in a recent issue of the CFA Institute’s Financial Analysts Journal, offers insights and guidance concerning the need for balance between professional…
FPA's Steven Romick Lists Habits of Successful Investors
Short-term market price movement does not tell us anything about long-term value, according to Steven Romick, managing partner with investment firm FPA. A recent Barron’s article offers an excerpt from…
Validea Hot List Newsletter: Quant Investing Still Requires Discipline
In our most recent Validea Hot List newsletter, we address the different implications and forms of quantitative investing. We cite varying industry points of view, including that of Newfound Research’s…
John Bogle Shares Thoughts on Professional and Business Values—Part 3
An essay by Vanguard founder John Bogle, published in a recent issue of the CFA Institute’s Financial Analysts Journal, offers insights and guidance concerning the need for balance between professional…
Hulbert Says Momentum Investing Lives
There are still good reasons for investors to pursue a momentum strategy, writes Mark Hulbert in a recent Wall Street Journal article. He offers data collected by Eugene Fama (University…
Bogle's Rules of Success for the Everyday Investor, Plus Four Stocks that Make the Grade
In a recent article for Forbes, Validea CEO John Reese recounts some rules for investment outlined by Vanguard’s Jack Bogle in his 2012 book The Clash of the Cultures: Investment…
John Bogle Shares Thoughts on Professional and Business Values—Part 2
An essay by Vanguard founder John Bogle, published in a recent issue of the CFA Institute’s Financial Analysts Journal, offers insights and guidance concerning the need for balance between professional…
Strategy of Moving Corporate Earnings Report Has Kept its Edge
The strategy whereby a company announces that it has moved up its earnings release date—which often boosts its stock price—has continued to be profitable, “even at a time where investment…
Specialization Key to Becoming a Successful Value Investor
Recent worries that market indexes have been skewed higher by a small number of tech companies have started to subside, according to a recent article by Validea CEO John Reese…