Low Expectations, High Returns

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese discusses the role that expectations have in the stock market, and in the tendency for value stocks…

Berkowitz on Ignoring the Crowd

In a wide-ranging three-part interview with Morningstar’s Don Phillips, top value investor Bruce Berkowitz discusses several aspects of his investment approach, including the willingness to go against the crowd and…