In a recent Wall Street Journal article, columnist Jason Zweig rebuts an argument that index fund expenses are drastically understated. The argument comes from veteran value investor David Winters, portfolio…
In Today's Market, Dollar Cost Averaging a Better Play Than Lump-Sum Investing
Investors who may be sitting on cash due to nerves about high valuations, rising interest rates and market volatility might be missing out on huge gains, according to Bloomberg columnist Ben…
Sell in May, But Not in the U.S.A.
Outside the U.S., there may be some credence in the saying, “sell in May and go away,” according to a recent article in Bloomberg. “A look at 30 years of data…
Third Avenue Management Founder Martin Whitman Dies at 93
The man who made “safe and cheap” a value investing mantra passed away earlier this month, according to a recent Bloomberg article. Whitman created the Third Avenue Value Fund in 1990…
An Interview with Arthur Laffer
A recent article in Barron’s recounts an interview with Arthur Laffer, an economist, who gained notoriety in 1974 by illustrating on a napkin his view on the relationship between growth…
In Volatile Times, Investors are Wooed By Cash
“In a year of rising interest rates, resurgent stock volatility and creeping political risk, many investors are taking solace in dividends,” says a recent article in The Wall Street Journal. As…
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] A Different Definition of Risk [2] Joel Greenblatt Combines Active and Passive Investing [3] Signs…
Active Share Is Not a Silver Bullet
While active share, which measures the extent to which a stock fund’s holdings overlap with a specified benchmark index, can be useful information for investors, a recent article in Morningstar…
Joel Greenblatt Combines Active and Passive Investing
In a recent episode of WealthTrack, Consuelo Mack interviewed Gotham Asset Management’s Joel Greenblatt, who shared his thoughts on active and passive investing and how he has combined the two…
"Black Swan" Investor Says Market Increasingly Fragile
Fund managers who oversee contrarian “tail-risk” funds—those created with the objective of preparing for crisis events—say conditions are ripe for a “full-blown financial earthquake,” according to a recent article in…