…U.S. inflation.” But these factors aren’t impeding gains for “equity bulls,” the article says, “who have driven up the value of stocks worldwide by more than $10 trillion in the…
Search Results for: value
Guru Feedback from Barron's Mid-Year Roundtable
…says small- and mid-cap value stocks have been “left in the dust.” Here are some highlights: Jeffrey Gundlach, CEO, DoubleLine Capital says the “complacency” that’s currently being reflected in the…
Sensible Stock Picks Based on Fundamentals
…Benjamin Graham, the legendary investor and mentor to Warren Buffett who is widely viewed as “The Father of Value Investing,” and how his fundamentals-based investment strategy formed the basis for…
Changes in Harvard's Endowment Fund
…Street Journal. Since it has written down the portfolio’s value by more than 10% last year, the university—once the “envy of the endowment world” according to the article– is “reworking”…
Indexing Beats Smart-Beta Track Record
Many smart-beta funds– which develop portfolios focusing on various factors such as low volatility, value, or momentum– have underperformed the market, especially after accounting for fees and expenses. This according…
Jack Bogle Shares Thoughts on Professional and Business Values—Part 4
…values and business values in the world of investing and finance. This is the fourth installment of a five-part series outlining highlights of the essay. Bogle outlines “characteristics and attitudes”…
FPA's Steven Romick Lists Habits of Successful Investors
Short-term market price movement does not tell us anything about long-term value, according to Steven Romick, managing partner with investment firm FPA. A recent Barron’s article offers an excerpt from…
Specialization Key to Becoming a Successful Value Investor
…for value.” However, he argues, this becomes tougher as more investors join the search. For this reason, he says, some long-term value investors believe specialization is the best approach. He…
John Bogle on the Balance Between Professional and Business Values in Investing—Part 1
…values and business values in the world of investing and finance. This is the first installment of a five-part series providing highlights of the essay. Bogle cites a 2005 article…
Study Raises Questions About Factor Significance
…factors passed muster–value momentum, investment and quality—although to a lesser extent than previous studies show. “A lot depends on exactly how the factors are implemented,” the article says. …