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10 years ago
Historical Data Suggests Value Strategies Set Up for Big Time Comeback

John Alberg and Michael Seckler of Euclidean Technologies Management write in Advisor Perspectives that “now is a very attractive time to invest in value strategies.” They note the extensive evidence that…

10 years ago
Sharp Decline in Fidelity OTC Fund; Manager Staying Disciplined and Sticking to Plan

Financial Advisor (FA) reports that Fidelity’s Over the Counter (OTC) Portfolio “is taking a beating . . . that is nearly unrivaled in the U.S. mutual fund industry.” After finishing…

10 years ago
Making Friends With Bear Markets

If you are trying to avoid the next bear market, Validea CEO John P. Reese has some advice: Stop trying to avoid the next bear market. In a piece for…

10 years ago
The Battle of Stocks vs. Bonds in 21st Century – Fixed Income Winning, So Far

Writing for the Wall Street Journal, Allen S. Roth of Wealth Logic questions the continuing validity of Prof. Jeremey Siegel’s contention that stocks are less risky than bonds over time.…

10 years ago
Study: Well-To-Do Are More Superior Investors

Stony Brook University finance professor Noah Smith writes for BloombergView that recent research suggest “the rich [may] get richer because they know how to invest their money more effectively.” Citing…

10 years ago
“Portfolio Drag” as the True Cause of Underperformance

Professor C. Thomas Howard of University of Denver (also CEO of AthenaInvest) reports in Advisor Perspectives that his research shows underperformance among actively managed equity funds is caused primarily by…

10 years ago
Jeremy Grantham's Outlook for 2016 and Beyond

Jeremy Grantham authored a piece for Barron’s recently in which he argues that “the positive effects of low resource prices are underestimated,” maintains that we are not in a bubble…

10 years ago
David Samra, Top International Stock Picker, Sees Buying Opportunity

Bloomberg reports that David Samra, the Artisan Partners fund manager who won Morningstar’s international stock manager rankings for picks during the 2008 crisis and again in 2013, sees opportunity in…

10 years ago
Ed Yardeni's Optimistic View of the U.S. Economy

Ed Yardeni of Yardeni Research recently told Barron’s he expects a “difficult and choopy” year, but “the U.S. will come out of this in good stead.” He observed that “the…

10 years ago
GMO's James Montier on Fed-Induced Bubbles, Alpha, and More

James Montier of Grantham Mayo van Otterloo’s (GMO’s) Asset Allocation team spoke with Advisor Perspectives recently about interest rates, behavioral biases, and other key factors affecting markets. He said that…

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Recent Original Research
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
September 7, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield provides investors with a comprehensive view of how companies generate value for their owners in relation to market capitalization through three primary channels. Companies can distribute cash directly through dividend payments from their earnings. They...
September 3, 2025
Ten Top Dividend Aristocrats Passing the Strategies of...
The S&P 500 Dividend Aristocrats comprise a select group of fewer than 70 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industry sectors. This remarkable track record of uninterrupted...
September 1, 2025
Ten Top Warren Buffett Stocks
Warren Buffett’s investment philosophy rests on a principle honed over decades: it is better to own outstanding businesses at fair prices than mediocre ones at deep discounts. He favors companies with durable competitive advantages—his well-known “economic moats”—that...
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