…thinking about the contributions Buffett has made that go beyond his investment track record. On ReSolve’s Riffs on Value Investing podcast, Wes, Toby and the Resolve crew (all quantitative investing…
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Eddie Brown’s Fund Outperforms Peers by Picking Great Stocks and Employees
…the term GARP—Growth at a Reasonable Price—noting that T. Rowe Price’s founder was credited with first using the term “growth investing.” To Brown, “growth” means “a minimum of high-single digit…
Excess Returns, Ep. 32: Is the Price/Book Ratio Dead?
The Price/Book ratio has probably been the most important valuation ratio of the past century. If you look at the academic research that supports value investing, you won’t find any…
Man Group: Investors Should Explore the ‘Dark Side’ of ESG
Man Group’s CIO for ESG investing told Institutional Investor that responsible investing based only on avoiding certain stocks is a “narrow-minded way of looking at the world” and could cost…
The Danger of Learning From Your Mistakes
…attention to learning has been a renewed focus on my own mistakes. Most of the best lessons I have learned in my life, and in my investing career, haven’t come…
Return Gap Between Value and Growth at 25-Year High
…return from growth funds over the same period. The article notes that value investing is “more sensitive to a slowing economy” than growth investing, which relies on innovation and competitive…
Excess Returns, Ep. 31: Can You Quantify Warren Buffett?
…basic question: Can Warren Buffett be quantified? Watch on YouTube Apple Podcasts All Other Podcast Platforms https://www.youtube.com/watch?v=mOMwjGVUZ6Y Show Notes Superstar Investors (AQR) Buffett’s Alpha (AQR) Validea’s Buffett-based Investing Model Buffettology…
The “Value” Phoenix May Rise
A recent Advisor Perspectives article argues that the value investing strategy shouldn’t be counted out just yet. “We have seen flickers of value’s reemergence,” it reports, adding, “After outperforming momentum…
Is the Price/Book Ratio Dead?
By Jack Forehand, CFA The Price/Book has probably been the most important valuation ratio of the past century. If you look at the academic research that supports value investing, you won’t…
Excess Returns, Ep. 30: The Pros and Cons of Quantitative and Discretionary Investing
…ever use a discretionary strategy. But like most issues in investing, there are two sides to this argument. In this episode, we talk about the benefits of both quantitative and…