…his personal portfolio. We also get his take on the future of the 60-40 portfolio, managing money in an inflationary environment, the use of valuation in investing and a lot…
Search Results for: investing greats
The Era of Low Volatility Is Over
…a long time to enact. Investors should expect quicker cycles of “booms and busts” and abandon strategies that rely on low volatility which are likely to underperform. Global macro investing…
The Essential Role of Expectations in Investing
…but because of expectations, there were potentially not the better bet. Expectations in Investing The same principle applies to investing. One of the ideas that many people don’t understand about…
Winning With Brain Power at Bridgeway Capital
…That was where he became passionate about the investment models developed by Fama & French, combining his work in investing with his love for numbers and statistics. Montgomery recognized early…
Review: Rubenstein’s "How to Invest"
…Klarman. Their personal stories and ideas about investing alone are what make the book interesting, rather than its lack of trade secrets or potions for successful investing, the article concludes….
Show Us Your Portfolio: Ryan Krueger
We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have…
Mapping The Opportunity in Small Caps to Value Investment Strategies
…but the risk/reward at this moment could be favorable for this size and style approach to investing. Justin J. Carbonneau is VP at Validea & Partner at Validea Capital Management….
Hedge-Fund Guru Julian Robertson Dies at 90
…John Griffin, long-time employee of Tiger and friend of Robertson, told Bloomberg, “Julian taught me not only about investing, but about life. His passion was contagious and his integrity unquestioned.”…
Value Investing Has Changed
…investing can be tricky. It involves extensive research, and often having the wherewithal to go against the grain when the consensus on a particular stock is different than your own….
Maple-Brown Says Value Investing Is A Winner
…off their pedestals and trading below long-term averages for quite a while. That situation would be ideal for value investing, Maple-Brown told Financial Standard. Meanwhile, John Lobb, portfolio manager at…