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Search Results for: value

What’s Fueling the UK Value Renaissance

March 31, 2022

…that lean toward value-conscious. The article points to the market-cap level; small-cap value greatly outperformed small-cap growth in 2021—19.1% versus 9.4%, which could have fueled value funds with allocations to…

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The S&P 500 Passed Stock-Pickers By in 2021

March 31, 2022

…last year since 2014, making it especially dismal. What’s the cause? The performance gap between growth and value stocks significantly narrowed last year, with only 5 of the highest-contributing companies…

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Bill Miller’s March Market Perspective

March 31, 2022

Bill Miller shares his perspective on this month’s market on the Miller Value Partners website, noting how attention has shifted from how low can stocks go to how long can…

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Four Ways Value Investors Can Use Momentum

March 30, 2022

…integrated multi-factor approach is probably the best way to use value and momentum together, many value investors will prefer something less aggressive that maintains a primary value approach and uses…

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Cut Stocks As Stagflation Fears Grow says El-Erian

March 28, 2022

…El-Erian says, since cash is a no-go with inflation at 7.9% and bonds are still adjusting and therefore unsafe. But the relative value of stocks may not be stable as…

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By Jack Forehand, CFA, CFP® (@practicalquant) — I am a fundamental investor. I like to look at the value of a stock in the same way I would look at any business. Ultimately, that value should be a function of...
May 4, 2022
Evaluating the Current Arguments in the Value vs....
By Jack Forehand, CFA, CFP® (@practicalquant) — After a decade of massive outperformance, the tide has finally turned against growth investors this year. The combination of stretched valuations, less favorable fed policy and rapidly rising inflation has produced an environment...
April 27, 2022
The Good, Bad and Ugly of Trend Following
By Justin Carbonneau (@jjcarbonneau) — Something has happened recently that hasn’t happened in quite some time – of the seven major market indices we apply our trend following model to we are now are seeing a SELL...
April 20, 2022
The Importance of Intangible Assets
By Jack Forehand, CFA, CFP® (@practicalquant) — I started out my career as a Price/Book guy. It certainly wasn’t the only value factor I used, but I would defend it when it came under fire and I thought it deserved...
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