Momentum investing can sound like performance-chasing since it involves buying top-performing stocks on the assumption that the performance will continue, writes Validea CEO John Reese in last week’s Nasdaq. The…
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Hulbert Challenges Harvard's Lesson on Investing
After a disappointing year in which its endowment fund actually lost money, Harvard University fired half of its investment staff, writes Mark Hulbert in last week’s MarketWatch. However, he argues,…
Why Value Investors Need "Mental Toughness"
At the end of the Super Bowl, a jubilant Tom Brady attributed the Patriot’s win to the “mental toughness” the team had demonstrated all year–which, no doubt, came in handy…
Three Stocks that Follow Peter Lynch's Investment Style
The highly successful track record of Fidelity’s Magellan fund throughout the 1980s made then-manager Peter Lynch a household name. In a recent Globe and Mail article, Validea CEO John Reese…
Harvard Endowment Goes Back to Basics
Last year, Harvard University allocated 14 percent of its $35.7 billion endowment fund to hedge fund strategies, but managed these internally rather than through outside managers. This according to a…
The Market Valuation Snapshot
In our Hotlist newsletter from last month we took a look at the market’s stretched valuations based on several indicators, and offered insight regarding how actions by the current administration…
Omega's Cooperman Says Investors in for a Strong 2017
According to a 51-page letter to investors penned by Leon Cooperman and Steve Einhorn of hedge fund Omega Advisors, “things are looking good for stock investors,” says a recent article…
European Fund Manager Says Bonds May Rebound
The largest money manager in Europe believes that investors who have driven U.S. stock markets to record highs in anticipation of fiscal stimulus from the Trump administration “may be in…
Peter Lynch's Long-Term Game
The legendary manager of Fidelity’s Magellan fund (in the 1980s) was big on doing plenty of research before investing, writes Validea CEO John Reese in a recent issue of The…
Validea's Model Portfolios
At Validea, we’ve developed portfolios based on the investment strategies of history’s most successful stock pickers, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt. Validea’s…