…for value still hold, which helps support the case that value is likely not dead. But he also said something that applies to all types of investing and I think…
Search Results for: value
Excess Returns, Episode 5: The Double Edged Sword of Avoiding Value Traps
…Jack’s article on avoiding value traps Tobias Carlisle’s The Acquirer’s Multiple site and research A talk with Dan Rasmussen Improving the Performance of Deep Value Strategies Focused Value research study…
Arnott: Market Shift Coming in 2020
…so the last five years have been daunting. Value is cheap.” Arnott describes value’s underperformance for more than a decade as “breathtaking” and says it has been driven by several…
The Perils of Market Forecasting
…who does it will also ultimately be proven right at some point. But for these types of predictions to have any value, they need to not only get the timing…
New Link Between Stocks and Bonds reflects Change in Market
…value stocks and bonds—as investors have flocked into the growth factor and out of value, positions have become crowded “in terms of both investors backing growth and betting against value.”…
Should Value Investors Abandon the Strategy Now?
A recent paper by RAFI Indices argues that now is the time to increase allocations to value strategies –specifically, to the RAFI strategy, a value-tilted approach that focuses on disciplined…
Excess Returns, Episode 3: Six Common Misconceptions About Factor-Based Strategies
Factor strategies have grown exponentially in the past decade. Almost every major asset manager now offers their variation of things like value, momentum, quality, and low volatility. But to use…
Star Fund Manager at Loomis Sayles is 86 and Going Strong
…applying stock-market concepts—such as value investing—to bonds.” At the time, most investors avoided bonds that traded below face value, but Fuss contended “they could be profitable investments if one understood…
How to Figure Out Mutual Fund Dividend Yields
…dividends and interest earned by the fund’s holdings during the most recent 30-day period (less expenses), and divides it by the value of the outstanding fund shares. That number is…
International Equities and Diversification
…indices adds less value to a portfolio than they did in the past, investors should “re-evaluate the assumptions they have made based on the long-term relationship of U.S. and global…