…to Faber, so far in 2016 the market is seeing a rebound in some of the assets that exhibit the most value around the world. In addition, dividend paying stocks,…
Search Results for: value
The Winning Investment Strategy A Top Value Manager Doesn't Want You To Use
For nearly two decades, top value investor and columnist John Dorfman has been tracking a purely quantitative “robot portfolio” that has beaten the S&P 500 by about 12 percentage points…
Comparing Active and Index/Passive Small-Cap Funds
…small-blend and small-value funds, 92%, 89%, and 86%, respectively underperformed their benchmark index.” Swedroe digs into the data behind these numbers in some depth, leading him to the conclusions noted…
Buffett on Bubbles: A “This Can’t Go Wrong” Mentality Gets Investors in Trouble
…given the importance of homeownership to many people, “if you really believe that houses are going to go up in value, you buy one as soon as you can.” But,…
Investors Need an Iron Stomach to Hold the Best Performing Stocks
…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…
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…