A recent piece in Investment News notes that although the current bull market is “one of the longest stock rallies in history,” most investors nonetheless remain “lukewarm” toward stocks. While…
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Assets Flying out of Actively Managed Funds
Christine Benz and Russ Kinnel of Morningstar discuss the wave of assets moving out of actively managed funds and into passive index funds. According to Kinnel, of the Morningstar 500…
Top Investment Shop Focuses on Quality First, Value Second
Barron’s profiles Phil Davidson of American Century Investments, a value investor who “focuses on quality first, value second.” He joined the firm in 1993 to begin a value-based approach to…
Indexing Continues to Put the Smackdown on many Active Fund Managers
Bloomberg reports on a recent study by S&P Dow Jones Indices that found most active managers underperformed the relevant S&P benchmarks. Specifically, 66% of large-cap, 57% of mid-cap, and 72%…
Glassman: Four Tips for Successful Value Investing
James Glassman, author and visiting fellow with the American Enterprise Institute, offers four tips to “buy stocks low” in Kiplinger’s. He prefaces the tips by making the point that given…
What Investors Can Learn From Baseball Great Ted Williams
“Hall of Famer Ted Williams approached batting not as something done on instinct, but rather as a methodical, evidence-based process,” says BloombergView columnist and founder of Ritholtz Wealth Management, Barry…
Barron’s: A Rebound in Value Investing
Barron’s reports on market developments that appear to signal a shift favoring value investing after a long stretch in which growth dominated. “The market’s leadership has begun to change,” writes…
Finding "True Signals" in Volatile Markets
Writing on the CFA Institute’s Enterprising Investor blog last month, founder and CEO at SVM Asset Management Colin McLean says “volatile markets raise[] the noise level” in talk about investing,…
Is the Next Peter Lynch or Warren Buffett Waiting in the Wings as Value Emerges
Bloomberg reports on the market shifts toward value as “returning to an era when stock pickers reigned,” drawing on comments by Bank of Montreal’s Brian Belski, who said “it’s a…
Channeling Warren Buffett To Find Good Company Managers
Every investor wants to buy stock in companies with good management. But while billionaire shareholders can get face time with corporate managers and tours of plants and facilities, individual investors…