…moving to a “more normalized environment” of higher interest rates. Relative performance of the Russell 1000 Growth and Value indexes (above) shows that, while value “did its job as a…
Search Results for: value
What Gambling and the Oakland A's Can Teach You about the Importance of Process
…Value and momentum investing are both good examples of this. It Makes Sense – The logic behind it should hold up. The inputs being used should have something to do…
Are Index Funds as Cheap as You Think?
In a recent Wall Street Journal article, columnist Jason Zweig rebuts an argument that index fund expenses are drastically understated. The argument comes from veteran value investor David Winters, portfolio…
Third Avenue Management Founder Martin Whitman Dies at 93
The man who made “safe and cheap” a value investing mantra passed away earlier this month, according to a recent Bloomberg article. Whitman created the Third Avenue Value Fund in…
In Volatile Times, Investors are Wooed By Cash
…to short stocks with high dividend yields. “People tend to price more in the short-term the value of what is distributed and not the value of growth,” he argues. …
Active Share Is Not a Silver Bullet
…share’s merit as a measure of value-for-fees depends on the relationship between active fee and future performance.” The article concludes: “Based on our research, that relationship doesn’t appear to be…
A Different Definition of Risk
…Graham’s Defensive Investor value strategy from book The Intelligent Investor. This is an extreme example since this is a very focused deep value portfolio, both of which lead to high…
Are Stock Pickers Ready to Remove Facebook from "FANG"?
…FANG names (Amazon, Google parent Alphabet and Netflix) remain the market’s best bets. According to the article, the FANG stocks have “together shed more than $200 billion in market value…
Want Consistent Market Outperformance? You May Want to Think Again
…technology led market. Many value strategies trailed the overall market during this time. Starting around 2000, there was a move toward value and low-priced stocks and he continued his strong…
Stocks are Showing More Volatility
…nine of the past 10 years). “We don’t anticipate at all a bear market,” Detrick concludes. “We think these dips could be buying opportunities led by small caps and value.”…