…a hedge fund killer,” through its participation in the “revolution” of factor investing that is “sweeping through the asset management industry.” The article, which describes factor investing as “part of…
Search Results for: investing greats
Validea's Most Read Posts
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Dangers of Headline Investing [2] Value Investing Strategies with Good Outcomes [3]…
Value Investing Strategies with Good Outcomes
A recent article in The Globe and Mail shares the findings of back-testing eight different value ratios using the S&P 500 index. Specifically, the study involved creating 20-stock portfolios using…
The Dangers of Headline Investing
…only ones you need to ignore. Investing headlines themselves can often be misleading and counterproductive. Take the recent headlines about the market reaching all time highs. When something is at…
Jeremy Siegel on the Business Cycle
…describes as “surely one of the best books on investing of all time.” The article explains that the chapter (number 15, entitled “Stocks and the Business Cycle”) “makes so much…
Investors Flee from a Hedge Fund Star
…of growth over value.” Nor has he endeared himself to investors with his tight-lipped investing style. When returns were good, investors put up with Einhorn’s “quirks”, the article says, but…
10 Reasons Why It's Tough to be a True "Intelligent Investor"
By Justin J. Carbonneau (@jjcarbonneau) — Ben Graham’s tome The Intelligent Investor still sells over 100,000 copies a year as investors of all stripes look to learn the value-investing way….
Mauboussin on the Language of Likelihood
…to “widely different interpretations.” “Today people in the worlds of business, investing, and politics continue to use vague words to describe possible outcomes,” the article says, citing an explanation by…
Knowing When Your Investment Process Has Failed
By Jack Forehand (@practicalquant) — It is widely accepted in investing that process is more important than outcome. Investing strategies that have no long-term basis can work very well in…
David Herro on What Has Changed in International Markets Since the 1980s
Morningstar’s Katie Reichart recently interviewed David Herro, Manager of Oakmark International, to discuss how international investing has changed, or not, since the 1980s. Here are some highlights: Herro said that…