In a recent interview with The Wall Street Journal, Joel Greenblatt—described as “maybe the best-known value investor this side of Warren Buffett,” shared insights on the subject of value investing…
Search Results for: value
Investing Strategy as Market Shifts from Growth to Value
The value strategy has underperformed growth over the past decade, but over the past 12 months “it appears the pendulum has swung to favor value stocks and recent data suggests…
GMO Excerpts: The Comeback Trail of Value Investing
…things now appear to be looking up for the value strategy in part because “other asset allocation opportunities beyond the value style are even better” than they were in 2000….
Private Equity is Everywhere
…a business in order to realize value for investors quickly, adding that the fees charged are “huge.” High returns with a catch: The fees offered by PE are sizeable, but…
Value Investing Redefined By Way of Shift to Intangible Assets
…Brand Value Index contributors: Avarde concludes by advising investors to “Value index because, as any good marketer knows, strong brands return to value, and now investors can enjoy the benefit.”…
Neil Woodford's Flagship Fund to Liquidate
…fund—a step that’s considered a last resort in the industry.” BlackRock said it will “seek to maximize value for investors, balancing the need for a timely return of capital with…
Five Questions: Factor Timing with Nicolas Rabener
…enhance the return of a value strategy over time. Do you think trying to time a factor like value using macro factors can enhance returns? Which macro factors have you…
The 'Sweet Spot' Stocks Most Investors Miss
…the article reports, midcaps (stocks valued at an average of $4 billion) are outperforming their small cap peers, but tend to “fall through the cracks” since they’re below the large-cap…
Shiller: What People Say Can Set Off Recession
…the following: The level of public confidence Social norms related to modesty or extravagance Monetary standards of value The threat that artificial intelligence poses to human labor Real estate trends…
One Quant Sees Value Rotation as Growth Bubbles Over
…value dispersion—the gap between the market’s cheapest and most expensive stocks—has been this wide in the past, “a sharp reversal of value outperformance followed.” Although growth stocks have enjoyed a…