Writing for Bloomberg View, Stony Brook professor Noah Smith asks, “As passive [investing] takes over more and more of the asset-management universe, will the market become more efficient or less?”…
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Is The Growth/Value Pendulum Swinging?
After a lengthy period of underperformance, value stocks have started to rebound. And in a recent piece for Proactive Advisor, Validea CEO John P. Reese says they are now poised…
IVA's Charles de Vaulx on Global Economy, Markets, and Value Investing
Barron’s recently reprinted the transcript of value investor Charles de Vaulx’s recent conference call with financial advisors. De Vaulx is chief investment officer of International Value Advisers (IVA). The call…
Value Manager Tim Hartch Focuses on High Quality Businesses
Advisor Perspectives highlights the record of value investor Tim Hartch, co-manager of several Brown Brothers Harriman & Co. funds. In the published interview, Hartch explains that his BBH Core Select…
Guru Stock Screen of the Week: Top Rated Guru-Approved Financials
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…
Validea’s Market Valuation Report: Large-Caps Looking Ultra-Pricey
One of the focuses of Validea’s Guru Investor Blog since its inception has been to summarize the opinions of leading market experts on the current market valuation and how that fits…
The Short Side of Activist Investing
A recent Bloomberg Gadfly piece observes that “investors who make bearish bets on stocks and then lay out their case publicly” have delivered a “performance as a whole [that] is…
Sell-in-May Effect Appears Real
Joachim Klement, a trustee of the CFA Institute Research Foundation, concludes in The Enterprising Investor that the “sell-in-May effect” (also known as the “Halloween indicator”) “seems real and persistent.” As…
Tetlock On What Makes A Good Forecaster
How often are supposedly “expert” forecasters’ predictions right? A lot less often than you might think, according to researcher Philip Tetlock. But in a recent interview on Barry Ritholtz’s Masters…
When Should You Rebalance?
Like many quantitative investors, Validea CEO John P. Reese uses a strict rebalancing approach to portfolio management. But just how often should you rebalance your portfolio? Reese says it may…