While most index funds use a market-cap weighting and others use an economic-based fundamental weighting, hedge fund guru Joel Greenblatt says a “value-weighted” fund can be a better option. In…
Search Results for: value
Yacktman Managers Talk Strategy, Mindset, and Value
In an extensive interview with GuruFocus.com, Donald Yacktman, Stephen Yacktman, and Jason Subotky of the top-performing Yacktman Funds talk about their investment strategy, and where they’re finding value right now….
The Neff Approach: Boring, Dull -- and Very Effective
…value, and a key part of how he found value involved the Price/Earnings Ratio. While others have called him a “contrarian” or “value investor”, Neff writes in John Neff on…
Buffett: Dollar Will Decline
…now, I would tell you it will not. … I would much rather own businesses. It’s very easy to take away the value of fixed-dollar investments.” Buffett also warned against…
Study: Why Stocks Could Do Well in Next Decade -- Even If Growth Is Slow
…growth is slow, companies can use share repurchases to enhance shareholder value, as they’ve done for the past quarter-century; Earnings, not economic growth, are key to stock returns, and right…
Grantham Growing Bearish
…to equities by several percentage points, and “phase out” by the end of September, according to MarketWatch. One area Grantham is finding value: Japan. “There will be a lot of…
Mobius Envisions the Next Decade
…growth in emerging economies, and says he thinks emerging markets’ value could surpass the combined value of the U.S., European, and Japanese markets in the next decade. But he adds…
Herro, de Vaulx Still Like Japan
…improving operating efficiency, we’re still excited about the Japanese equity market.” Another top value manager, Charles de Vaulx, had similar thoughts. “The purely economic consequences will be modest: some reconstruction,…
Herro's Contrarian Take
…price does not mean undervalued in our view,” Herro says. “You have to look for companies that (a) are selling cheap but (b) are committed to value creation, to doing…
Ken Fisher's PSR Stock Selection Strategy
…1.5 are good values. And the real winners are those with PSR values under 0.75 — that’s the sign of a Super Stock. To find the PSR, Fisher says to…