Most would agree that valuations in the current mature bull market make buying equities a bit less alluring than they were, say, when the U.S. was emerging from the 2008…
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Momentum Investing is Back, At Least for Now
The strategy of buying whatever sector has had the greatest price or earnings gains in the past twelve months seems to have come back in fashion, according to a recent…
A To-Do List for Active Managers
A new book entitled Winning at Active Management: The Essential Roles of Culture, Philosophy, and Technology, co-authored by William Priest, CEO at Epoch Investment Partners, addresses the reasons behind the…
The Information Factor in Stock Prices
The manner in which financial markets incorporate information is a function of the positioning of information as well as whether or not its current, according to research reported in the…
Hedge Funds Hungry for Quants
If you’re looking to land a job at a hedge fund, polish up your algorithm building and data mining skills to get to the front of the line. This according…
Is Value Investing Getting Short-Changed?
A report published last month by investment management firm Research Affiliates, LLC addresses the question of why value investing (a smart-beta strategy using value indicators such as CAPE or price-earnings…
Zweig on the Impact of Index Funds
Last month marked the fortieth birthday of the first index fund (launched by John Bogle, founder of the Vanguard Group) and the anniversary has triggered a lot of discussion and…
Are the Markets Really Efficient?
Warren Buffett has always been open about his approach to investing, singing the praises of focusing on business fundamentals to find strong stocks at good prices. However, in a recent…
Investing Principles Part V: Buying Small Cap Stocks
In our final installment of discussion of the Tweedy Browne publication What Has Worked In Investing, we’ll take a look at the relative performance of small-cap versus large cap stocks.…
Are Value Investors Really "Valuation" Investors?
Even though there has been a lot of commentary around current high stock valuations against lackluster earnings growth for the S&P 500, it is “neither practical or precise” for an…