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…
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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…
When Should You Rebalance?
…his latest column for Canada’s Globe and Mail. “Ben Graham – the man known as the ‘father of value investing’ – would have considered rebalancing (even on an annual basis)…
The Importance of Dividends for the Long Term Investor
Dividend producing stocks are attractive and offer investors compelling values (subscription required) according to this AAII Journal article by John Buckingham, director of research and chief portfolio manager of AFAM…
Mobius: Russian Stocks Offer Major Upside
Mark Mobius, executive chairman of Templeton Emerging Markets Group, says that the Russian stock market provides investors with a tremendous value right now. Russian stocks are down 36 percent since…
Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
…explained, “we don’t go for 20% or 30% gains. We go for triples, quardruples, octuples. But that takes years.” The firm is growth-oriented (Milias and all other value-oriented investors either…
Consuelo Mack On the Best Advice from Investors like Buffett, Templeton and Bernstein
…her years of interviewing great investors, she focused her remarks on the late Sir John Templeton, saying he was a pioneer on global investing, always on the hunt for value…
Market Shifting From Momentum to Value
…at reasonable price).” It also observes that “value remains unloved and offers higher opportunity” than momentum now, and “as long as growth remains lackluster (stagflation) value will likely outperform momentum.”…
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns
…Comparing conditions that favor value versus growth approaches, he said: for a sustained outperformance of value, you need more dispersion in valuations,” but “when everything is priced the same, it’s…