…context, he said. “it’s important to have a balanced portfolio” if you are an average investor, although he noted the value of having an active manager who can “move quickly.”…
Search Results for: value
How Value Traps Can Pull You In and Spit you Out
…more than twice as much as the highest-asset-growth stocks.” Value investors, according to Chancellor, often times overlook changes in industry profitability conditions and therefore have difficult accurately pinpointing value opportunities….
Four Stand-out Managers Over the Long-term
…sustainable investing, in 1984. While he was once an absolute-value investor, he “now looks for growth at a reasonable price.” He developed Parnassus after concluding that business and social goals…
Is Long-Term Forecasting Valuable?
…– the piece makes no bones about challenging the value of long-term forecasts. It argues: “Either they are so short term they are often liable to be as wrong as…
An Ecosystem of Experts Who Advise Top Hedge Funds
…the value-added they bring to the partnership.” Jane Buchan of Paamco says “The big risk to these things is they can be a one-hit wonder,” meaning that it is hard…
O'Shaughnessy: Timeframe Is Most Investors' Biggest Mistake
…are considered. And he talks about how he combines value and momentum in his portfolios. As for where he is finding value now, O’Shaughnessy says he still sees plenty of…
Blending Growth and Value Type Strategies Could be Best
…100% Value portfolio.” They note that value has clearly outperformed over a 90-year time-horizon and that growth has provided significantly better returns over the last 9 years, while also drawing…
Graham and Buffett Disciple Tops the Charts in 2015
…says that the American consumer “is increasingly value-conscious in an economy that is slow and steady, grinding upwards” – an outlook that fits well with her value investing approach. …
Fidelity PM Learns from Value Greats like Buffett, Graham and Klarman
Chuck Myers, who heads the Fidelity Small Cap Discovery Fund, shared some of the lessons he has learned as a value investor at the recent CFA Institute Equity and Valuation…
Bogle's Straightforward Formula for Estimating Future Stock Price Returns
The Wall Street Journal’s Money Beat column highlights the value of simplicity in investment prediction models. Profiling work by John C. Bogle, founder of Vanguard Group, that draws on historical…