Investors who typically take cues from leading investment managers might want to think twice, according to a recent Barron’s article that notes, “with the extreme market volatility of the last…
Berkshire Hathaway Dumps Holdings in Goldman
A recent Wall Street Journal article reports that Warren Buffett’s Berkshire Hathaway, which funneled $5 billion into Goldman Sachs Holdings in 2008, “slashed the bulk of its holdings” during the…
Value Managers are Fighting Back
After suffering the worst ever quarter in early 2020, the value investing strategy is being questioned by asset managers who are “getting vocal about the strategy’s longer-term prospects.” This according…
What Tom Petty’s Greatest Hits Can Teach You About Investing
Have you ever heard a song that jogs a strong memory, motivates you in a powerful way or makes you think about things you wouldn’t otherwise consider? This happened to…
Excess Returns, Ep. 25: An In Depth Look at Momentum Investing
Momentum investing is difficult to understand for many investors. While a concept like value that involves trying to buy stocks at a discount to what they are worth resonates with…
Investment Strategy Too Good to Be True? Take Closer Look.
A recent CFA Institute article tested a theory (shared by a large investment management firm) that a portfolio invested 51% in the S&P 500 could yield the same returns as…
Top Value Managers Share Stock Ideas
A recent article in Barron’s shares insights from top value managers who during a virtual meeting earlier this month said they have been “snapping up a wide-range of stocks during…
Why Stocks Owned by Passive Funds Did Worse in Selloff
A study conducted by the investment firm Leuthold Group found that stock sectors with the heaviest level of passive ownership fell more than the broad market during this year’s selloff.…
Wall Street Legends Sounding Alarm on Stocks
“The biggest names in finance are coming around to a view that seemed unlikely a few weeks ago: Stocks are vastly overvalued.” This according to a recent Bloomberg article. The…
The Case For Value Stocks
By Jack Forehand, CFA One of the biggest lessons I have learned in my investing career is the importance of being able to argue the other side of something I…