In his recent memo entitled, “Investing Without People” Oaktree co-founder Howard Marks argues that passive and quantitative investing will all help keep markets efficient and reduce costs for investors. This…
Search Results for: investing greats
Considerations in Momentum Investing
…his team of researchers at Research Affiliates published a paper, “Can Momentum Investing Be Saved?“. The paper looks at the actual performance of momentum strategies and finds very little evidence…
Fidelity Uses Star Managers for New Fund
…article, which says the fund’s goal is to “achieve long-term capital growth by investing in companies anywhere in the world.” Danoff has run Fidelity’s $128 billion Contrafund since 1990 and,…
Ritholtz Ranks What Helps or Hurts Investment Returns
…“valuations are less about expected returns of pricey stocks, and more about when they; 1) start investing and, b) start to withdraw in retirement.” Longevity and starting early: “The sooner…
Swedroe Talks Factors and Fixed Income
…in various fixed-income markets over the past two decades.” The authors concluded, “Our empirical analysis suggests a powerful role for style-based investing in fixed income,” adding, “Style investing can be…
I Think, I Know, I Have No Idea
…to investing success better than anything I have heard. “It’s not the stuff that you do not know that’s going to hurt you in the world of investing … it’s…
Research Affiliates Says Spread Factor Bets
…investors’ concerns about rising valuations, and also prominence of certain individual factors.” While Research Affiliates is a strong believer in value investing, Lee explains, “When you deal with cross-sectional equity…
Tips for the Contrarian Investor
…off invitation lists for parties.” The article offers insights regarding how a contrarian investing strategy can work best, noting, “the key is to identify environments where market efficiency drops—that is,…
Most Read Posts on Validea's Guru Investor
…Crisis [3] Secrets to High Returns: Has the Hunt for Factors Gone Too Far? [4] Harvard and Yale’s Investing Models Should be Available to Every Investor ——- Photo: Copyright: arcady31…
Secrets to High Returns: Has the Hunt for Factors Gone Too Far?
…them, and the results suggest that perhaps the hunt for factors has gone too far. The article provides a brief chronology of factor investing (beginning with the capital asset pricing…