Value and growth investing are often looked at as polar opposites. But while discussing some of his holdings with Money Magazine, top fund manager Bill Nygren shows how both value…
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Rogers Talks Moats
…the wisdom of two great value investors — Warren Buffett and Charles Munger of Berkshire Hathaway — as it pertains to moats. Buffett, he says, has said of moats, “The…
Low Expectations, High Returns
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese discusses the role that expectations have in the stock market, and in the tendency for value stocks…
Berkowitz on Ignoring the Crowd
In a wide-ranging three-part interview with Morningstar’s Don Phillips, top value investor Bruce Berkowitz discusses several aspects of his investment approach, including the willingness to go against the crowd and…
Forester Looks for Downside Protection
Top value investor Tom Forester, who was the lone equity fund manager to post positive returns in 2008, is worried about the U.S. and global economies and is thus keying…
Berkowitz Still Confident in Financials
…quarters, the trends are getting better, the balance sheets are building, tangible book value is growing,” Berkowitz tells Bloomberg from the Morningstar Investment Conference. “The problems from 2007, 2008, still…
Akre: Fundamental Analysis Is Critical
…I do know that each will gain in economic value per share both this year and next. How the market values that is unknown.” Akre also discusses broader portfolio strategy…
Bogle Talks Stocks, Munis, and The Fed
…to default and these bonds offer great tax advantages.” As for the Federal Reserve and its quantitative easing policies, Bogle is not a fan. “Stocks have a certain inherent value,…
Winters Finding Value in Developing Markets; Says Future Is Bright
Top value investor David Winters says he’s finding opportunities among luxury goods firms that are doing strong business in Hong Kong. Winters also tells Bloomberg that, more generally, he thinks…
Herro on Strategy, and Why He Likes Japan
…stocks of quality firms. He says he looks for cheapness by comparing the amount of free cash a business generates to its enterprise value; he says quality firms are those…