…that a portfolio favoring value and momentum stocks within the MSCI Emerging Markets Index generated an annualized return of 16.7% (from 1988 through 2017) compared to the broader index which…
Search Results for: value
Investing Lessons from Vanguard
…their primary goal is creating value for our investors.” · Balance helps weather volatility: Balanced investing, the article explains, is critical to managing market ups and downs. “Whether you build your…
What Investors Need to Know about Stock Price Targets
…it’s important not to take the information at face value. Instead, it advises investors to “get back to evaluating business models and company management teams. That’s a target than can…
The Danger of Judging Decisions by Their Outcomes
…growing technology firms that value strategies typically don’t own have led the market upward and have disrupted the businesses of typical value companies also has. But could we have reliably…
Factor Returns and Trading Costs
…pass all the tests: market beta, size, value, momentum and profitability/quality,” adding that, “it is particularly important to consider transaction costs (investability) because market impact costs may substantially erode a…
A List of Value Screens from Industry Legends
…the various gurus as well as the methodology behind them: Reasonable value—According to the article, legendary value investors like Buffett and Graham believe that investors tend to react too negatively…
Goldman: Value Investing Still Alive, with This Twist
…value stocks as “an easier monetary policy from the Federal Reserve would give a boost to growth expectations.” It adds that Goldman has screened for value stocks with “a quality…
Five More Questions: Value Investing with Tobias Carlisle
…flow measures to book value measures for that reason. Jack: That makes complete sense. Another interesting debate that many value practitioners have is the debate over which metric to use…
Roger Ibbotson on the Price of Popularity
…three characteristics (quantified using data from Interbrand, Morningstar and Nielsen): brand value, competitive advantage, and company reputation. To demonstrate the power of popularity, Ibbotson’s talk included a comparison of the…
Five Questions: Defending Value Investing with Tobias Carlisle
…released The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, Deep Value, and Quantitative Value. He is also the founder of Acquirer’s Funds, which released its…