An article in Morningstar outlines a discussion with global equity manager Peter Wilmshurst regarding how his team chooses strong value stocks within an increasingly expensive global environment. Wilmshurst says, “I…
Search Results for: value
How Many Stocks Does it Take to Be Diversified?
…of industries and balancing with respect to effects such as style (e.g., value or growth) and size. “Our experience,” the article says, “is that many investors select poorly diversified portfolios…
Greenblatt Mixes Active and Passive in One Fund
…help of a research team of 12, including his partner Rob Goldstein—companies with “strong cash flow and good market niches, trading at a discount to their real value.” …
How Gold Performs in Different Market Scenarios
…of including gold in an investment portfolio, including using it as a: Hedge against inflation and deflation; Protection against a declining U.S. dollar; A “long-proven store of historical value” An…
Market Wisdom from Howard Marks
…a stock relative to its intrinsic value—then, he says, the “odds are on your side.” Buying “good things” and avoiding bad ones is not a guarantee that you’ll make money….
Relative Performance of Growth vs. Value Stocks
A CFA Institute article poses the question: does the long run of growth stock outperformance suggest that value stocks must be due for an uptick? Although growth stocks have outperformed…
The Pitfalls of Back Testing
…their benchmarks, are able to limit losses or avoid bear markets entirely, and effortlessly switch between value and growth when the time is right is a reality. This world is…
Market Insights from Omega's Cooperman and Einhorn
…than sizeable.” When it comes to stocks, Cooperman points out that both men are value investors. “Our game is to find more growth or yield, more underlying asset value, and…
Most Viewed Posts on Validea
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Could Simple be the New Complex? [2] Value Investor Channels Buffett [3] Swedroe…
Value Investor Channels Buffett
A recent Barron’s article profiles value investor Fred Copper, lead manager of the Columbia Overseas Valuefund, who has learned that the best way to beat his benchmark (the MSCI EAFE…