In a recent interview conducted by Alex Bryan of Morningstar, Research Affiliates’ John West, head of client strategies, discussed a different approach to value investing in which holdings are weighted…
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Buffett Has Sold Large Portion of IBM Stock
…lackluster performance. Berkshire began investing in IBM in 2011 and eventually became the company’s largest shareholder, the article says, because of Buffett’s confidence in its expertise in information technology services…
Basketball, Bill Miller and Winning Streaks
In a recent article for Forbes, Validea CEO John Reese outlined similarities between winning streaks in sports and those in investing. Most notably, the fact that “inevitably, streaks end,” writes…
Vanguard Has Seen More Inflows than All Competitors Combined
…a move from active to passive investing, but rather a movement from high cost to low-cost investing. Since 1976, according to the article, fees on Vanguard funds have fallen to…
Peter Lynch Style Investing: Simpler is Better
In an article for this week’s Nasdaq, Validea CEO John Reese highlights the investment philosophy of guru Peter Lynch that centers on the importance of investing in what you know….
Active Management Versus Passive Investing: How to Choose
Active management fees, coupled with periods of underperformance, have made low-cost index investing attractive for investors, writes Validea CEO John Reese in a recent article for The Globe and Mail….
Yale's Actively Managed Fund Performance Waning
…“smart-beta” funds haven’t been around long enough to allow a performance comparison against index investing, he writes, a quantitative approach can be “back-tested to see how it would have performed…
Bridgewater's Ray Dalio Offers Advice to the Everyman Investor
…also underscored the need for investors to be “highly aware of all transaction costs and fees” to ensure they’re not overpaying. Dalio concludes by stressing that investing should be viewed…
Robo-Investing is Gearing Up
As money managers allocate more resources to quantitative model-building, they are also amping up robo-advising services for clients seeking low cost investment alternatives, writes Validea CEO John Reese in this…
Index over Active Management Still Requires Discipline
The inevitable periods of underperformance often suffered by active managers—coupled with their relatively high fees—make index investing a more attractive option for many investors. This according to a recent Globe…