95% of all Large Value funds outperformed the S&P 500 in January, and 68% of them beat the Russell 1000 Value index, reports an article in CityWireUSA, giving value managers…
Connecting With Small Investors Remains A Challenge
Last year, the meme-stock craze brought small investors pouring into the market, but companies are still struggling to connect with those smaller shareholders 12 months later, reports an article in…
ARK’s Rise & Fall: 4 Lessons
The biggest success story to come out of 2020 was the dizzying rise of Cathie Wood’s ARK Invest, but 2021 was a far different story, details an article in Barron’s.…
Inflation Is Here To Stay
Inflation isn’t transitory, posit two of the world’s biggest asset managers, and a safe refuge will be hard to find. This from an article in Bloomberg Opinion. In an interview…
Buffett Has The Last Laugh
Big tech companies have had a rough start to the year, but banks, energy firms and other value stocks have rallied—good news for Warren Buffett and Berkshire Hathaway, reports CNN.…
Look Past 2021 Market Winners
There are promising signs that investors are beginning to branch out from tech stocks and pandemic “winners” of 2021, Nick Train of Lindsell Train Investment Trust wrote in his monthly…
Lies, Damn Lies and Market Valuation
By Jack Forehand, CFA, CFP® (@practicalquant) — There has been a lot of talk in recent years about the market’s valuation. And much of that talk has been centered around how expensive it…
Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks
This week we are joined by David Gardner, founder of the Motley Fool. We discuss his unique Rule Breaker approach to finding long-term growth investments and the criteria that the…
Why Is The Yale Endowment Investing Approach So Successful?
Developed Yale Chief Investment Officer David Swensen and Director of Yale Investments Office Dean Takahashi, Yale University’s model of asset allocation has been the benchmark in endowment investing. An article…
How Long Will Value’s Moment Last?
With large value stocks beating out costlier growth stocks by the most of any 50-day period in the last 20 years, value investing is having a moment. But how long…