…0.8%. Looking back on 2023, investors should ask themselves, “‘Why did I even bother to have factor investing or sector-specific investing when had I been in the S&P 500, I…
Search Results for: investing greats
Investors Are Hunting Quality Instead of Meme Stocks
…might leave them behind, while other analysts believe that investors should use quality stocks to supplement their portfolio, sticking to funds that use many different investing factors, the article concludes….
High Conviction Value Investing with Chris Davis
In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long-term record as a value investor…
Lessons from the Rise and Fall (And Rise Again?) of ARK 🔥
…highs. In this episode, we use the story of ARK to highlight some of the most important lessons we think investors can learn about investing in innovation and concentrated strategies….
What Generative AI Means for Investors with Adam Butler
…both our lives and the investing world with ReSolve Asset Management CIO Adam Butler. Adam is one of the smartest people we know and has been dedicating a large amount…
Nine Investing and Life Lessons From 2023
2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average…
100+ Great Investors Share Their Most Important Investing Lesson
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets…
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…
Value, Momentum and Launching ETFs with Wes Gray
…issues related to factor investing including the struggles of value in the past decade, how to tell when a factor no longer works, the evolution of his strategies over time…
Stockpickers Will Have A Strong 2024, Says BlackRock
In a briefing to various media outlets, BlackRock predicts that active investing strategies will dominate in 2024, with quality companies doing particularly well, according to an article in Barron’s. However,…