An article in Bloomberg last month profiles Samantha Lau, co-chief investment officer of small and SMID growth strategies at AllianceBernstein. Lau subscribes to some basic rules of small-cap investing, including:…
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Expanding the Opportunity Set with Shareholder Yield
…of value factors. Shareholder Yield Meb Faber Shareholder Yield: A Better Approach to Dividend Investing This strategy looks for companies returning cash to shareholders via dividends, buybacks and debt paydown….
Five Questions: A Wealth Manager’s View of Factors with Michael Batnick
By Jack Forehand (@practicalquant) — Factor Investing poses some interesting challenges for wealth managers. On one hand, the evidence is very strong that investing using factors produces superior to returns…
Is There Hope for Value Investing?
A recent article in The Wall Street Journal argues against giving up on value investing notwithstanding more than a decade of poor performance. It contends, however, that there’s more uncertainty…
Bill Miller on Outperformance in Era of Indexing
…the fourth quarter of 2018. The trend toward index investing will continue, Miller asserted, because “it’s there for good reason.” Besides the fact that it’s difficult to outperform the market,…
Is Traditional Value Investing in the Danger Zone?
A recent Forbes article suggests that true value investing requires a comprehensive approach to analyzing companies, not just a reliance on the price-to-book value. The article cites two comments made…
Wealth Management in the Tech Age: Google and Amazon are Looming
…the process down since. Investing, it notes, is a “money-sensitive area that carries reputational risk” for tech companies. That said, the article argues, these tech giants “have two aces up…
Quant Strategy for Picking Basketball Winners
An recent article in Bloomberg suggests that a factor investing technique might work well when picking winners in the March Madness brackets. The technique involves integrating traditional factor criteria with…
Bernstein Sees Buy Signals for Value Stocks
…and the stage is set for a tentative rebound in the investing strategy over the next six to 12 months,” the article adds. The article cites comments by Bernstein senior…
Five Questions: An Inside Look at ETFs with Chris Hempstead
…future. It is a great time to be investing! Jack: Many of our readers are individual investors and the proper way to trade ETFs can be confusing for them. Trading…