…value and “glamour” stocks tend to perform differently. (A tip of the cap to The Stingy Investor for highlighting this.) The paper, entitled “Identifying Expectation Errors in Value/Glamour Strategies: A…
Search Results for: value
Opportunity in Japan?
Top value manager Charles de Vaulx continues to see opportunity in one of the world’s most unloved markets: Japan. “Japan is by far one of the cheapest markets in the…
Yacktman Still Finding Value
While the market is up close to 100% over its March 2009 low, top value manager Donald Yacktman says he’s still finding bargains. “We have bought Apollo Group — a…
Romick Keys on Large Caps, Cautiously
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater…
Oberweis Looks to Software Firms
Newsletter guru Jim Oberweis says he’s finding value in software firms that have competitive “moats”. In his latest Forbes column, Oberweis says companies with extremely predictable earnings and a high…
Grantham on Why Bubbles Matter
…money to add value and reduce risk,” Grantham writes. “In comparison, waiting on the railroad tracks as the ‘Bubble Express’ comes barreling toward you is a very painful way to…
Royce Sticks with Small Caps
While many well-known value investors have been saying that large-cap stocks are due to outperform, top strategist Charles Royce of Royce & Associates says he’s sticking with small-cap plays. Royce…
Nygren: Growth & Value Not an Either/Or
Value vs. growth — when it comes to stock investing, it’s one of the biggest debates you’ll find. But top value fund manager Bill Nygren says that value and growth…
Tilson & Tongue Rethink "Terrible" Business of Shorting
In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink…
Look to Japan, Say Two Top Value Managers
…equity holdings are now in Japanese firms. Herro isn’t alone in his optimism on Japan. Another top value investor, Charles de Vaulx, tells Bloomberg that after years of holding onto…