…to the article, Munger and others have called Li the “Chinese version of Warren Buffett. Both are investors in the Ben Graham mold of value investing, and both are wildly…
Search Results for: value
Lessons from a Quantitative Investing Conference – Part Deux
…struggle the last few years have been for quantitative investing. Almost all the investment factors that were discussed, whether it be value or momentum or trend following, have struggled recently….
Cost of Smart Beta Leads to Distorted Investor Expectations
…index products with factor tilts.” It uses the example of the value factor to provide an example: The chart shows that the “long-short value factor outperforms smart beta. So, investors…
Joel Greenblatt on the Future of Value Investing
In recent interview with CNBC, author, investor and Columbia University finance professor Joel Greenblatt talked about the challenges faced by value investors. “My students ask the same question,” he said,…
The Balance Between Simple and Complex in Investing
…examples. Is Simple Value Investing Dead? If you look at the academic research that provides long-term support for value investing, it is actually very simple. When Fama and French defined…
Swedroe: Global Diversification is Key
…much higher than they are for U.S. stocks” and driving the point that the case for EM is “even more compelling” for value investors. Global diversification, Swedroe writes, came under…
Dodging a Market Dip on the Way to Retirement
…could insulate a portfolio from as much as a 25 percent drop from its original value at retirement, according to T. Rowe Price senior financial planner Judith Ward. Smooth out…
Investors' Big Bet on GE
…moment of validation to a group of value-seeking stock buyers who plowed into the stock at the end of 2018 amid fears the company was collapsing.” The article reports that,…
The Damaging Role of Biases in Investing
…am still a believer in value, so it is impossible to say whether any of it worked. It is impossible for me to definitively say whether I believe in value…
Fannie and Freddie Bet Paying Off
…to the article, hedge funds, which primarily own preferred shares of the firms, have been banking on recouping close to 100 cents on the dollar (the total face value of…