…of Buffett as well as deep value techniques espoused by Benjamin Graham and John Neff, growth-at-reasonable price methods popularized by Peter Lynch and growth-focused strategies developed by both Martin Zweig…
Search Results for: value
Podcasts of the Week: Ford, Sherman & Thorndike
…a profit is obviously a primary driver of any business’ success, but taking those profits and using them in the most efficient way to generate long-term value can be just…
Being a Successful Investor Requires Planning and Tenacity
…who inspired them subscribed to the view that successful investing isn’t about flash or excitement. We are confident that over the long term, value and fundamentals do matter. That’s why…
Value Investing Trends
…ETF Conference, the article reports, “it’s never easy to be a value investor,” and “value stocks today are behaving just as they should.” John West, managing director at Research Affiliates,…
Hulbert: Value vs. Growth Valuation Spread Widest Since 2000
…Columbia University finance professor Kent Daniel showing that the average large-cap value stock’s price-book ratio is “barely half that of the average among large-cap growth stocks. Among small-cap stocks, value…
Podcasts of the Week: the Blockchain, Wettlaufer & Miller
…some interesting thoughts on Miller’s investment strategy. Like Miller, Wettlaufer doesn’t look at value as just buying cheap stocks with conventional metrics. His definition of value is an interesting one….
Three Slogans that Don't Work for Money Managers, But Should
…bad for value strategies, so most value investors are showing poor three year returns relative to the S&P 500. The chart below shows the focused value portfolios we run on…
Morningstar Study Analyzes Strategic-Beta Fund Performance
…study suggests that strategic-beta funds aren’t as distinctive as advertised. Most of these funds just repackage market risk, along with size and value exposures that simple cap-weighted indexes can offer.”…
Podcasts of the Week: Tisch, Rothman & Brown
…resonated with me. How important shifting their focus to starting with the goals of the client vs. generic asset allocation was to their success. The value of public forums like…
Factor Strategy Focus – Benjamin Graham
…tests of this model at the current time, this is a very stringent value methodology. By most traditional measures, the market certainly appears to be richly valued right now, which…