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10 years ago
Generating Alpha by Focusing on Active Fund Managers

Gary Miller, a manager with Frontier Asset Management, uses a complex statistical formula in an effort to identify the mix of “active managers” who outperform over time.  “We come to…

10 years ago
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.

Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…

10 years ago
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.

Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…

10 years ago
Top Fund Manager Looks for “Perfect Balance Sheet” to Find Opportunities

Sandy Rufenacht, manager of the Aquila Three Peaks Opportunity Growth Fund, has outperformed many of his money management peers by focusing in on companies that are paying down debt. Rufenacht’s…

10 years ago
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)

John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…

10 years ago
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)

John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…

10 years ago
Quality Matters for Small Cap Investing

Cheap stocks with higher return on equity and lower leverage have outperformed other small stocks, based on comparing the portfolios of deep value small-cap funds (such as Aegis Value, down…

10 years ago
Paulsen Urges Shifting More Towards International Stocks

US investors should start considering a heavier weighting to international stocks, according to James Paulsen of Wells Capital Management. Paulson, who is chief investment strategist at Wells, says that a…

10 years ago
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn

Ray Dalio, the founder of one of the world’s largest hedge funds, believes that monetary policy going forward will be less effective than in the past. He says that the…

10 years ago
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn

Ray Dalio, the founder of one of the world’s largest hedge funds, believes that monetary policy going forward will be less effective than in the past. He says that the…

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Recent Original Research
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
June 27, 2025
Ten Top Benjamin Graham Deep Value Stocks –...
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham's teachings. Graham's strategy revolves around locating solid,...
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