…predictions about the price-to-earnings ratio, which he expects to fall from an estimated 20 times underlying value to about 15 times, yielding a speculative return of about 4%. For bonds,…
Search Results for: value
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
What Yogi Berra, Pete Carroll, and Fantasy Football Can Teach Us About Investing
…Oaktree’s, and they still do.” Marks also discusses how building a fantasy football roster is akin to building a value investing portfolio – and how the hype around fantasy sports…
Buffett Stock Picks Having a Tough Year so far in 2015
Warren Buffet’s Berkshire Hathaway has had an amazing 50-year run, with its market value per share growing 1,826,163 percent. That’s a compounded annual gain of 21.6% over that period, compared…
The Advantages of an Active Value Management Approach
…between passively managed funds that treat “value” as a factor and a fund actively managed using a value approach to make investment decisions. The newsletter suggests that “value as a…
Wally Weitz Describes His Value Approach to Current Market Volatility
Wally Weitz, founder and CIO of Weitz Investments, describes his firm’s value approach to investing in a recent co-authored commentary with the firm’s director of research, Brad Hinton. After describing…
Market Dynamics Suggest that Value Will Beat Growth and S&P Will Rise Significantly, According to Analyst Tom Lee
Tom Lee, head of research and managing director of Fundstat Global Advisors, predicts that “we’re in a six-to-12 month period where value will beat growth.” He points to a weakening…
Market Dynamics Suggest that Value Will Beat Growth and S&P Will Rise Significantly, According to Analyst Tom Lee
Tom Lee, head of research and managing director of Fundstat Global Advisors, predicts that “we’re in a six-to-12 month period where value will beat growth.” He points to a weakening…
Third Avenue Management’s Rewey Discusses His Value Approach
Robert “Chip” Rewey, who recently began to manage the Value and Small-Cap Value funds at Third Avenue Management, embraces an “intellectually honest investment style” by digging deep and avoiding the…