…How we actually implement these strategies in the real world; The underperformance of value stocks, the outperformance of growth, and the possible reversion; Dollar cost “down” averaging and beating Mohnish…
Search Results for: value
Stocks That Pay Dividends Can Carry Risk
…own value stocks, which tend to trade at discounts because they are in “economically sensitive industries, such as heavy manufacturing and engineering, commodities, transportation and construction” and their share prices…
ValueAct's Jeff Ubben on the State of Activism
…of a dinosaur, maybe.” When asked whether it’s possible to be a value investor in today’s market, Ubben responded, “I think in the end intrinsic value will win.” Regarding ValueAct’s…
Joel Greenblatt Talks Value Investing, Investor Emotions and his Magic Formula
…lagging performance of value stocks, Greenblatt points out that his definition of value is “not low price-book, low price sales investing” but rather figuring out what the business is worth…
Five More Questions: Factor Investing with Jim O’Shaughnessy
…value could have its day again. Do you think the days of simple investing strategies working in areas like value are behind us? Jim: I think that really depends on…
The Bull Market Hasn't Fixed Public Pensions
…Center for Retirement Research.” The following factors are cited: The dot-com bust of the 2000s and the 2008 financial crisis both depressed the value of assets in state and local…
When the Best Investors Disagree
…I was able to talk to Alpha Architect founder Wes Gray about quantitative value investing. I talked Daniel Crosby about behavior in investing. I spoke to Ben Hunt about how…
When Will Value Investing Outperform Growth?
The current market cycle is testing the patience of value investors, according to an article in Barron’s. “Although value managers haven’t lost money, they have watched growth managers steadily pedal…
The Death of the Traditional Passive Fund
…increase in investor confidence regarding systematic approaches such as value and momentum factor investing. A report based on the survey states, “Institutions also believe that new technology-driven approaches may make…
Is GARP Investing Still Golden?
…data shows that between 1989 and 2001, GARP and growth stocks outperformed value, but when the tech bubble “imploded” and growth lagged value, GARP stocks “behaved more like value stocks.”…