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