…said, “It’s hard to pinpoint what value investing is today, and that is the hard thing to making it relevant to retail clients again.” According to the article, some value…
Search Results for: value
Small-Cap Picks from Top Global Investor
…sectors where active management can consistently add value. They are poorly covered by financial analysts, and thousands of them aren’t even included in benchmark indexes, so managers who find good…
Current Stock Valuations Missing $3.4 Trillion in Hidden Assets
…previously thought too abstract to value.” It cites data from fund manager Knowledge Leaders Capital LLC who says it sees $3.4 trillion extra book value on the balance sheets of…
The Losing Battle to Consistently Beat the Market
…excellent article by Larry Swedroe on the value premium. In the article, he looks at data from 1927 to the present and examines the chances that factor strategies will underperform…
Insights on Exploiting the Inefficiencies in Small-Cap Stocks
A recent article in Advisor Perspectives outlines an interview with Judd Peters, a portfolio manager of the Hotchkis & Wiley Small Cap Diversified Value Fund. Here are some highlights: Investment…
Quant Bets Divided Over Timing of U.S. Cycle
…“It’s all down to conflicting signals in factor investing,” the article says, “which slice and dice equities by their traits like value, volatility and growth. As warnings snowball that markets…
Mark Hulbert Offers Stock Trading Secret
…business.” The explanation, according to Hulbert, is that it’s difficult to add value when the market is going straight up. “Who needs a market timer during conditions like those?” he…
Tools You'll Need for the Next Bear Market
…you have thick investor skin when the markets are continuing to climb. The reality is, it’s never pleasant to watch your hard-earned savings drop in value. To determine your risk…
The Future of Factor Investing
…not work in practice and even the most popular factors, like value and momentum, may prove less effective going forward.” With investing, the article argues, “true relationships can be hard…
Some Thoughts on Howard Marks’ Most Recent Memo
…pain than that. As anyone who uses a value approach is all too aware of today, value stock investing involves multi-year periods where the strategy trails the market. It also…