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Search Results for: value

Top Manager Combines Quant Models with Nuanced Active Management to Find Opportunities

October 15, 2015

…the market in both buying and selling stocks shortly before significant changes in value. The Large Cap Growth fund is based on 40 different models, but de Vassal emphasizes that…

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Value Stocks Could Start to Outperform Once Fed Starts Increasing Rates

October 6, 2015

…following a period in which growth investing outperforms value investing, “value comes back strongly.” From 1975 to present, value outperformed growth by a 2.9% compound annual growth rate (CAGR), according…

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Marcoeconomic Indicators Suggest Caution in Emerging Markets

October 2, 2015

…emerging-markets group, Mark Mobius. The more than 20% decline in such stocks does not make them a value, based on marcoeconomic indicators. Average expansion in EMs has fallen to below…

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O’Shaughnessy Emphasizes the Value of "High-conviction" Buybacks Over the Long Term

October 1, 2015

…O’Shaughnessy. Going forward, O’Shaughnessy says investors should be taking a value investing approach. “Over long periods of time, value trumps growth, and significantly trumps growth.” He described expensive stocks as…

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O’Shaughnessy Emphasizes the Value of "High-conviction" Buybacks Over the Long Term

October 1, 2015

…O’Shaughnessy. Going forward, O’Shaughnessy says investors should be taking a value investing approach. “Over long periods of time, value trumps growth, and significantly trumps growth.” He described expensive stocks as…

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Al Frank CIO Buckingham: “It’s a great time to be a value investor”

September 30, 2015

…known for his value approach and strong stock-picking record, as reflected in the Prudent Speculator newsletter, a publication he has been involved with for 25 years. Over 15 years, according…

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Non-US Stocks Getting High Marks as Values Continue to Come In

September 30, 2015

…overall market. BBD’s P/CF of 1.87 meets the bottom 20% criterion (below 5.92) and therefore passes this test.   PRICE/BOOK (P/B) VALUE: [FAIL] The P/B value of a company should…

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Quantitative Model Exploits Market Inefficiencies for Above-Benchmark Returns

September 28, 2015

…price-to-book ratio) into a “price to intrinsic value” factor. The raw value is compared to peers to produce a standard-deviation-based score, which is then evaluated over time to provide both…

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The Value of Investing in International Stocks

September 28, 2015

How much international equity exposure investors should have is an age-old question that is often debated. According to this article by Robert Stepleman, the data suggests that carefully investing in…

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Generating Alpha by Focusing on Active Fund Managers

September 24, 2015

…this with three core beliefs,” Miller said, “active fund managers can add value; we can identify those managers in advance; and they will continue being successful.” The complex process starts…

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