…for large-cap blend the (S&P 500), large-cap value, small-cap blend, small-cap value stocks and a four-fund combination of these asset classes. In every summary, the four-fund combination produced a superior…
Search Results for: value
Asness vs. Arnott on Smart Beta, Factor Timing, and Performance Chasing
…to do well,” Asness wrote. He continued: “I think that siren song should be resisted,” observing that “at least when using the simple ‘value’ of the factors themselves, I find…
All Things Buffett
…of that class of stock. Ever wanted to track Berkshire’s stock holdings in real-time or see the value of each stock? Alex Crippen over at CNBC maintains a nice Buffett/Berkshire…
Time For An Oil Rebound?
…of these beaten-down energy companies look like good bets to rebound, says Validea CEO John P. Reese. Reese says that the oil price declines created a tricky situation for value…
The Only Fed Voice that Matters – Listen to Yellen
…Morgenstern was merciless toward those who take the emissions of the data mills at face value. Jonathan Ferro summarized the conversation neatly: “Cut through the noise. Listen to Janet Yellen.”…
How Will Increasing Passive Investment Affect Market Efficiency?
…represents a value-weighted combination of all assets in all countries,” which essentially forces investors to make quasi-active choices by deciding what asset classes and markets they want to invest in….
Is The Growth/Value Pendulum Swinging?
…better future performance. Reese says it’s too soon to say whether the value’s recent bounce-back signals a new turn in the growth/value cycle. But it “is encouraging for those value…
IVA's Charles de Vaulx on Global Economy, Markets, and Value Investing
Barron’s recently reprinted the transcript of value investor Charles de Vaulx’s recent conference call with financial advisors. De Vaulx is chief investment officer of International Value Advisers (IVA). The call…
Value Manager Tim Hartch Focuses on High Quality Businesses
Advisor Perspectives highlights the record of value investor Tim Hartch, co-manager of several Brown Brothers Harriman & Co. funds. In the published interview, Hartch explains that his BBH Core Select…
Validea’s Market Valuation Report: Large-Caps Looking Ultra-Pricey
…ranking all stocks by the ratio we are looking at and then selecting the value that is directly in the middle. We think this is a better method than using…