…separate drops of 50% or more. It lost more than two-thirds of its value twice, and more than three-quarters once.” And the pattern is not just with Monster, as Housel…
Search Results for: value
Funds Holding Less Cash: Why and to What Effect?
…market – and to turn off existing and future investors.” He cites the Pinnacle Value Fund, which currently holds 44% of its mere $60 million in assets as cash, noting…
Assets Flying out of Actively Managed Funds
…merging of various funds and strategies, which may not be optimal for an investor who has purchased the fund for a specific type of exposure (i.e. small cap value). …
Top Investment Shop Focuses on Quality First, Value Second
Barron’s profiles Phil Davidson of American Century Investments, a value investor who “focuses on quality first, value second.” He joined the firm in 1993 to begin a value-based approach to…
Glassman: Four Tips for Successful Value Investing
James Glassman, author and visiting fellow with the American Enterprise Institute, offers four tips to “buy stocks low” in Kiplinger’s. He prefaces the tips by making the point that given…
Barron’s: A Rebound in Value Investing
…a good month for value,” but cautions that “it’s hard to say if it’s the turn in the value cycle.” For example, Bary notes that “a sustained period of relative…
Is the Next Peter Lynch or Warren Buffett Waiting in the Wings as Value Emerges
Bloomberg reports on the market shifts toward value as “returning to an era when stock pickers reigned,” drawing on comments by Bank of Montreal’s Brian Belski, who said “it’s a…
Why Smart Beta May Not Be So Smart Right Now
…Reese says. But both Arnott and Reese say they are finding attractive opportunities in good old-fashioned value stocks right now. “To me, the bottom line is that good investment strategies…
Warren Buffett's 5 Tips For Long-term Investing
…age 11, a few months after Pearl Harbor. Don’t believe the doomsayers. Buffett observes: “the country will grow in value over time; now, who gets it is another question.” …
Style Drift Can Play a Role in Outperformance
…to which the fund invests in large- or small-cap stocks, and how much it pursues value or growth stocks.” Coumarianos observes that “style boxes are so widely consulted, many fund…