…3, 4 and 5, not in year 1 and 2.” On ESG investing, Ubben argued that he has seen a flip in the investing environment from the 70’s, when interest…
Search Results for: investing greats
Joel Greenblatt Talks Value Investing, Investor Emotions and his Magic Formula
…days in investing, the concepts behind his books, and his firm’s investing methodology. Here are highlights from the interview: Greenblatt recalled first becoming interested in Benjamin Graham’s strategy as a…
Five More Questions: Factor Investing with Jim O’Shaughnessy
…investing wisdom states that simple investing strategies often beat complex ones. But as factor investing has grown, the approaches have become more complex. For example, it is now widely believed…
When the Best Investors Disagree
…I was able to talk to Alpha Architect founder Wes Gray about quantitative value investing. I talked Daniel Crosby about behavior in investing. I spoke to Ben Hunt about how…
When Will Value Investing Outperform Growth?
…article notes, value investing has lagged growth for long periods but eventually outperformed. This market cycle, however, shows a persistent gap, leaving some wondering whether value will ever catch up….
Market Movements and Generational Mindsets
…market, says Lee, with increased investments in digital assets and cryptocurrencies. He believes that the generation’s willingness to embrace technological solutions could end up “redefining the traditional boundaries of investing.”…
The Death of the Traditional Passive Fund
…increase in investor confidence regarding systematic approaches such as value and momentum factor investing. A report based on the survey states, “Institutions also believe that new technology-driven approaches may make…
Is GARP Investing Still Golden?
An article in CFA Institute discusses the methodology and performance of growth-at-a-reasonable-price (GARP) investing, a style popularized by Fidelity manager Peter Lynch. “Most investors,” the article says, “are inclined toward…
Five Questions: Factor Investing with Jim O’Shaughnessy
By Jack Forehand (@practicalquant) Factor investing has grown dramatically in recent years. But it is far from new. As those of us who invest using factors seek to learn more…
Robots Won't Replace the Fundamental Investor
…The report says that managers have been able to use academic research on human behavior to fix some of the more common investing mistakes they have made using data science….