Factor investing strategies, described in a recent Bloomberg article as the “$2 trillion corner of the quant world,” are seeing the highest level of correlations in two decades and are…
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Ariel’s Charlie Bobrinskoy on Value vs. Growth Outlook for 2021
In an interview with Yahoo Finance last December, Ariel Investments Vice Chairman of Investment Group Charlie Bobrinskoy discussed a variety of factors that will fuel the outperformance of value investing…
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67)
…their true potential. But it turns out the reality is much less exciting than that. As is the case in public market investing, it turns out that fundamentals and valuation…
Examining the Arguments Against Value Investing
…the other side. So in this episode we decided to challenge ourselves and to try to make the best case we can against value investing. We hope you enjoy the…
Guru Investor Blog Weekly Highlights: 01/22/2021
…Wall Street forecasts. The Basics of Momentum Investing Why Dividend Investing May Be Overrated (Ep. 65) Rob Arnott on Value Investing Outlook Wall Street Forecasters Are At It Again for…
Why Value Investing has a Brighter Future
…favorable for value investing.” The article outlines the following three scenarios that could favor the value investor: Post-coronavirus economic recovery as a driver to cyclical stock performance: As the country…
Renaissance Technologies’ Chairman James Simons Steps Down
…According to the article, “In the 1980s and 1990s, when most of the investing world was reading annual reports, chatting with executives and relying on intuition, Mr. Simons decided to…
The Basics of Momentum Investing
…This week, I will start by looking at momentum investing. https://open.spotify.com/episode/7GTlQkmwikMzilzk2mNLII What is Momentum? My natural inclination has always led me toward value investing. I like the idea of trying…
Rob Arnott on Value Investing Outlook
In a recent interview on a Spark Disruptors virtual panel, Rob Arnott of Research Affiliates offered insights and expectations related to value investing. Here are key takeaways from his comments:…
Why Dividend Investing May Be Overrated (Ep. 65)
Dividend based investing strategies are very popular among investors. The ability to receive regular cash payments from the equities they own and a belief that dividend paying stocks outperform the…