…strategies as well as the momentum and value groups have moved in almost exactly the opposite directions. But according to Mezrich, that doesn’t necessarily mean the factor pairs are truly…
Search Results for: value
Gundlach Expects Trouble for U.S. Equities
…topped. It may begin falling in earnest during the next downturn and US equities will lose the most.” It’s difficult to find value in the market “because the policies of…
Deep Dive into Value Performance
…enough to affect the long-term trends.” The past three years, it explains, have been particularly tough for value, with 2016 representing the only period where value came out ahead of…
Small-Cap Value Stocks May Be Worth the Wait
…important qualities of being a value investor is patience,” the article asserts, adding that this has been especially true in recent years for “much-ignored small-cap value stocks.” It cites comments…
Why Value Has Been Lagging Growth
…so many questions from clients—’What’s wrong with value?’ Well, we thought maybe it’s not value, maybe it’s growth.” According to Lee, Dimensional has explored numerous theories to explain the relationship…
Investing Lessons from the Best Poker Players
…increased in value but hold onto those that have decreased in value. The same behavior manifests in poker, says Zollman, where players more often walk away when they’ve won than…
A Framework to Evaluate Value Strategies
…metrics. There are some funds out there that use the word “value” in their name, but don’t fit into this traditional value mold. When value struggles for an extended period,…
After 2,600% Gain, Epic Run Fizzles
…but to hew more closely to the index and try to add value through market timing—a notoriously difficult endeavor.” According to the article, Sy hasn’t completely abandoned wagers on smaller…
Dividends Can Help When Value Trails Growth
Dividend stocks maybe help “narrow the performance gap for a value investor,” according to a recent article in Barron’s. But the article adds, “whether a company pays a dividend isn’t…
KKR on Volatility in Private Markets
…equity returns—which are just quarterly value estimates of assets that don’t trade in the markets—better resemble public market returns.” This metric is called “cross-sectional volatility.” Using this calculation, KKR determined…