For all the years that growth was king, value-focused managers such as Clifford Asness bided their time, which finally came with last year’s tech rout. AQR, which Asness cofounded in…
Banks Are Still Bargains To Some Investors
More and more investors are wagering that the banking sector will rebound and that regional banks are in much better shape than originally thought, according to an article in The…
As SVB Collapses, Bank Insiders Are Snapping Up Their Own Stock
In the midst of the Silicon Valley Bank collapse, bank executives at other establishments were buying up their own stock in droves, reports an article in Forbes. 43 insiders at…
The Recessions That Never Happened
The amount of analysts predicting recessions could make up an entire industry, but though they have been wrong much of the time in the last two years, many people still…
Goldman Sachs: U.S. Households Will Sell $750 billion In Stocks
Strategists at Goldman Sachs estimate that U.S. households will sell off $750 billion in stock in 2023, due to rising bond yields and reduced savings, according to an article in…
Last Year’s Deal A Coup For Berkshire Hathaway
A year ago, Berkshire Hathaway purchased insurer Alleghany for $11.6 billion—1.26 times book value and 12 times projected 2022 earnings. Given that insurance stocks have rallied since the date of…
Study Finds Activist Investors Often Fail
A study in the Yale Law Journal has found that activist investors often fail to understand their targets and don’t do well in their investing as a result, reports an…
Value Stocks Rally After Brutal Stretch
The iShares Russell 1000 Value ETF climbed 2.7% last week, more than its growth counterpart which rose 2%, a welcome gain after a tough stretch where the two ETFs had…
Value Investing & ESG Can Complement Each Other
Integrating ESG (environmental, social, and government-mindedness) into value investing could be a vital component in generating returns, contends an article in Investor Daily. While many value stocks can be found…
Invest With Managers Who Invest
Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. Case in point: the American Century Small Cap Value…