A recent Morningstar article addresses the persistent lackluster performance of value stocks and whether it is a temporary situation or something more permanent. According to participants in this year’s Morningstar…
Insights on Increasing Concerns Regarding Quant Funds
A recent article in Institutional Investor recalls the “quant bloodbath of August 2007” and offers insights regarding if and how the increased popularity of these strategies and the associated rise…
Buffett's Investing Advice
Billionaire investing phenom Warren Buffett shares a synopsis of his career path history in a recent article for Forbes, recalling his early passion for reading about investing and the heavy…
In the Hunt for Black Swans, Disciplined Investing Strategies are Best
By John Reese — Imagine a scenario in which you’re unsure about directions, so you ask a friend if you could follow him in your car. He happily agrees, then…
Hulbert: Value vs. Growth Valuation Spread Widest Since 2000
Earlier this month, price spread between value and growth stocks was the largest it has been since 2000, writes Mark Hulbert in a recent MarketWatch article. Hulbert offers data from…
The Bridgewater Culture and "Principles" of Ray Dalio
Westport, Connecticut-based Bridgewater Associates, the largest hedge fund firm in the world, was one of the first to “embrace quantitative analysis,” according to a recent article in The New York…
Podcasts of the Week: the Blockchain, Wettlaufer & Miller
By Jack M. Forehand — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week segment,…
Market Correction Characteristics
The market is “certainly overdue for something,” according to a recent article in Barron’s. It also points out, however, that a correction is “likely to be a buying opportunity as…
Housel's Fundamental Investing Skills
In an article for the Collaborative Fund earlier this month, Morgan Housel shares what he sees as the four skills most relevant in investing: “The ability to distinguish ‘temporarily out…
Three Slogans that Don't Work for Money Managers, But Should
By Jack M. Forehand — One of the interesting things about investing is that the approaches that work the best in raising capital and obtaining clients are often the worst…