Joel Tillinghast, manager of the Fidelity Low-Priced Stock fund, “owns one of today’s best investment records,” according to a profile proceeding a recent interview published in Barron’s. In the 26 years…
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Negative Implications of Falling Corporate Profit Margins
In his MarketWatch column, Mark Hulbert explains the distressing news buried by much of the recent positive reporting on the upward revision of GDP earlier this month. “Though the government’s…
The Good, Bad and Ugly of High Active Share
Patrick O’Shaughnessy, portfolio manager at O’Shaughnessy Asset Management and curator of the investment blog, The Investor Field Guide, explains that active share – a measure that shows how different a…
Emotions and Biases Play Huge Role in Bad Investment Decisions
In a recent New York Times article, columnist Gary Belsky observes that “the majority of cognitive biases and shortcuts that influence everyday judgement and choice have analogues in investment behavior.”…
Best Performing Dividend Model Over 25 Years Shows Market Possibly Moderately Undervalued
In the continued debate around the valuation of equities, one dividend model, as developed by Investment Quality Trends, indicates that stocks are still moderately undervalued, writes Mark Hulbert for Barrons.…
Sonders: Market Most Likely in Post-Echo Bull Phase
Liz Ann Sonders, chief strategist for Charles Schwab, outlines the four phases of the stock market over a full market cycle. Since 1960, the market can be seen following the…
Faber talks Strategies, Value in Emerging Markets and More
Mebane Faber, co-founder and CIO of Cambria Investments and Cambria Funds talks with Tom Keene and Barry Ritholtz about quantitative stock selection strategies and investment trends in today’s market. According…
The Winning Investment Strategy A Top Value Manager Doesn't Want You To Use
For nearly two decades, top value investor and columnist John Dorfman has been tracking a purely quantitative “robot portfolio” that has beaten the S&P 500 by about 12 percentage points…
Creativity in Investment Process
A recent article in the CFA Institute’s enterprising Investor explores the role of creativity in investing, highlighting legendary investor Peter Lynch’s comment to “invest in what you know,” but also…
Comparing Active and Index/Passive Small-Cap Funds
Writing in Adviser Perspectives, Larry Swedroe of the BAM Alliance evaluates the performance of the 10 largest (by assets under management) actively managed small-cap funds over the period 2000-15 in…