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10 years ago
Jack Bogle’s Personal Portfolio is “Simple,” Consists Entirely of U.S. Stocks and Bonds

Jack Bogle, founder of Vanguard Group, has maintained a very simple personal investment strategy for many years: 60% U.S. stocks, 40% U.S. bonds. Now age 84, he has recently shifted…

10 years ago
Focus on Long-Term Food Trends, Not Short-Term Factors, Reese Says

One of the keys to successful investing is knowing the difference between long-term trends and short-term disruptions. That’s what Validea CEO John Reese says, and he says investors who can…

10 years ago
Third Avenue Management’s Rewey Discusses His Value Approach

Robert “Chip” Rewey, who recently began to manage the Value and Small-Cap Value funds at Third Avenue Management, embraces an “intellectually honest investment style” by digging deep and avoiding the…

10 years ago
Betting on Oil: Recent Losses and Uncertain Prospects for Oil Bull

Andrew Hall, the manager of Astenbeck Capital Management LLC who gained public notoriety for receiving a $100 million settlement from Citigroup in 2008, continues to bet oil prices will rise.…

10 years ago
Top Manager Combines Quant Models with Nuanced Active Management to Find Opportunities

Vladimir de Vassal, co-manager of the Glenmede Large Cap Core and Glenmede Large Cap Growth, actively manages on the basis of data run through numerous models that he has developed…

10 years ago
Leading Investors See Need to Identify Specific Countries for Emerging Market Opportunities

Michael Hasenstab, manager of Franklin Templeton’s Templeton Global Bond Fund, says that some emerging markets present “not a once-a-decade, [but] a multi-decade opportunity to be buying very cheap assets.”  He…

10 years ago
Low Returns Going Forward, Predicts Cliff Asness of Hedge Fund Behemoth ARQ

Clifford Asness, president and managing principle of AQR Capital Management, expects returns below the historical norm to be “the single largest factor out there we have to deal with.” He…

10 years ago
4 Ways On How to Improve Forecasting Skills, a Credit Suisse Report by Mauboussin

In the aggregate, forecasters may be “roughly as accurate as a dart-throwing chimp,” but some forecasters are particularly and consistently far better than average. Credit Suisse reports that the book Superforecasting: The Art and…

10 years ago
A Disciplined Market-Timing System That Nearly Doubled The Market Over Four-Plus Decades

Trying to time the market often leads to big problems for most investors. But Validea CEO John P. Reese says that, in the hands of a highly disciplined investor, a…

10 years ago
Presidential Election Years Not Good for Stocks, Writes Hulbert

Mark Hulbert debunks the misperception that a presidential election year is good for stocks. “During fourth years [of a presidential term] the stock market tends to be a below-average performer”…

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Recent Original Research
July 18, 2025
Ten Top High Free Cash Flow Yield Stocks...
Free cash flow yield is a key metric for identifying financially strong companies during volatile market conditions. It measures how effectively a business transforms its operations into cash compared to its market value. Companies that excel at...
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The NASDAQ 100's strong performance during this extended bull run has created significant returns for investors. However, focusing solely on the index's overall success overlooks an important reality: numerous individual companies within the index continue to offer...
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Ten Top Ranked Technology Stocks – July 2025
Technology stocks have experienced remarkable growth over the past decade, often trading at premium valuations that can deter value-conscious investors. However, Validea's comprehensive analytical framework demonstrates that attractive opportunities still exist within this seemingly expensive sector by...
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Ten Top S&P 500 Stocks – July 2025
The S&P 500 encompasses more than 500 companies across various industries, many of which operate profitable, established businesses with strong underlying fundamentals that deserve investor attention. This diversity creates attractive opportunities for those willing to conduct thorough...
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