…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…
Search Results for: value
Value Stocks Could Start to Outperform Once Fed Starts Increasing Rates
…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…
Marcoeconomic Indicators Suggest Caution in Emerging Markets
…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…
O’Shaughnessy Emphasizes the Value of "High-conviction" Buybacks Over the Long Term
…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…
O’Shaughnessy Emphasizes the Value of "High-conviction" Buybacks Over the Long Term
…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…
Al Frank CIO Buckingham: “It’s a great time to be a value investor”
…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…
Non-US Stocks Getting High Marks as Values Continue to Come In
…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…
Quantitative Model Exploits Market Inefficiencies for Above-Benchmark Returns
…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…
The Value of Investing in International Stocks
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…
Generating Alpha by Focusing on Active Fund Managers
…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…