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Search Results for: value

How Value Investor Joel Greenblatt is Weathering Underperformance

February 20, 2020

…percent. The upshot, Greenblatt said, is that there is value to be generated. Veteran value investor Greenblatt cites a positive indicator being the disparity between growth stocks and value stocks—since…

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Value Investors, Don’t Expect a “Massive” Comeback

February 19, 2020

…comeback. This according to an article in Institutional Investor. “While there is no debate over the recent difficulties of value, and it is true that historically value has recovered strongly…

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Chuck Royce: Small Stocks Poised for Rebound

February 19, 2020

In a recent interview with Barron’s, veteran stock picker Chuck Royce said that active management and value investing will survive, and small-caps are headed for a rebound. Here are highlights…

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How Lessons from a Navy SEAL Can Make You a Better Investor

February 19, 2020

…war, Peter and Jocko’s experiences both highlight the value of accountability and offer important takeaways for investors. Four Lessons for Investors Learn from failures. Investing decision can be fraught with…

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Ken French: We Can’t Tell if Value Premium Has Disappeared

February 14, 2020

In a paper published last month, the team of Eugene Fama and Ken French—credited with identifying the value premium back in 1992—analyzed how the value factor has fared over the…

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Retained Earnings a Better Measure than Book Value?

February 13, 2020

A new study suggests that the book-to-market ratio—long used by value investors to gauge the value of a company– should be replaced by the retained earnings-to-market ratio due to its…

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Some Thoughts on the Struggles of Factor Investing in the Past Decade

February 12, 2020

By Jack Forehand, CFA (@practicalquant) The long-term evidence to support factor investing is compelling. Academic work has shown that factors like value and momentum have produced an excess return relative…

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The Importance of Diversification

February 10, 2020

…asset classes is important, since they tend to behave differently: “This means that when the value of one type goes down, there’s a good chance that you’ll benefit from prices…

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Seth Klarman Defends Value Investing

February 10, 2020

…the market corrects those mispricings, he argued, value investing could see a comeback. “Price may be what you pay, in other words,” he wrote, “but value is what you get.”…

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The Importance of Diversification

February 7, 2020

…asset classes is important, since they tend to behave differently: “This means that when the value of one type goes down, there’s a good chance that you’ll benefit from prices…

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