…ended a 35-year career with Legg Mason in 2016, now runs two mutual funds—the Miller Opportunity fund and Miller Income fund as well as the hedge fund Miller Value Partners….
Search Results for: value
Three Tips for Becoming a Better Investor
…the article notes, “but that doesn’t mean the long-term value of the company has changed.” Because stocks are held by different investors with a range of time horizons and risk…
Robots Are Solving Research Issue for Banks
…experienced junior analysts. She said, “Asset managers now need to assess the value of every single research service to assess if it’s worth paying for, how much they should pay…
Howard Marks on Why Investors Aren't Worried
…Marks points out. “That suggests not so many excesses have built up.” Value stocks will “of course” again outperform growth, Marks argues. “This is an area for contrarian thinking,” he…
Five Questions: Hidden Risks in Investing with Corey Hoffstein
…struggles than value in general. This issue of whether to pick a specific metric for a factor like value or to just pick them all using a composite to avoid…
Winner's Circle of Stock-Fund Managers
…of Value Line Mid Cap Focused Fund, with a trailing 12-month gain of 26.9%. Grant argues, “It’s not what you make in bull markets, it’s what you keep” when markets…
Value Stocks Trading Lowest Since Dot-Com Bubble
A recent note from strategists at JPMorgan Chase says that we are seeing “the largest relative valuation bubble in modern equity market history,” with value stocks trading at the most…
Five Questions: Lessons From Finance History with Jamie Catherwood
…things like value and momentum back to the early 1800s. The studies showed support for both types of investing, but it got me thinking about what the data for a…
The Value Versus Growth Investing Debate Continues
Although the value strategy has fallen on hard times for the past 12 years causing many to question whether it still works, historical data shows that the value advantage exists….
GMO's Montier: Bearish on Stocks but Bullish on Monetary Theory
…state. The U.S. dollar has value because you have to pay taxes in it.” “If a country issues debt in its own currency and has a floating exchange rate, it…