…But DSC’s president, Jeffrey Knupp, doesn’t believe his firm can replicate the value creation of private equity managers. He said, “All the magic that the managers are doing at the…
Search Results for: value
Swedroe: Keep Believing in Warren Buffett Despite Berkshire's Underperformance
…for more than a decade. Since Buffett’s investment strategy has always been value-oriented, this might explain the gap between Berkshire and the S&P.” Swedroe explains that while the long value…
Never Say Never
…time. As a value investor in 2015, if you had only considered the history you would have had available, you would have assumed the odds of value bouncing back in…
Asness: Hard to Say When Value Will Win Again
“There is no magic answer,” says AQR’s Cliff Asness when asked when the value strategy will make a comeback, according to a recent article in Financial Review. “A huge part…
Value Stocks or Value Traps?
…in structural decline are being dealt with more harshly than ever before. It is more important than ever to be able to tell the difference between value and value traps.”…
Buffett's Philosophy Still Speaks Volumes
Warren Buffett is sticking with his value investing philosophy despite the rally cry among some that, this time, the strategy is “dead.” This according to an article in Bloomberg. While…
A New Method for Rebalancing Helps Systematic Models Get Better
…an attempt to capture alpha before the rest of the market realizes the value, along with imposing a disciplined sell methodology, are a few of the benefits of systematic investing….
The Culture of Value Investing
…their traditional value approach to investing and how it has evolved over the years. Here are highlights: Browne argued, “There’s still a tendency to reduce this whole idea of value…
What I Do With My Personal Portfolio
…That has worked out very well for me despite enduring the bear market of 2008. I am a big believer in factor investing, particularly value investing, and my portfolio reflects…
Profile: Quant Shop Two Sigma
…tech company than a financial services firm, adding that the founders believe that “innovative technology and data science can help discover value in the world’s data.” Two Sigma has what…