…investor. *The Overall Factor Grades are a derived from a composite score that takes all of these factors for a stock into consideration: Size, Value, Quality, Negative Quality, Momentum and…
Search Results for: value
Timing The Market Is Hard
…in a win. Third Point precisely timed the market’s 2022 bottom, but then missed out on the tech rally, choosing instead to stick with value stocks that have underperformed this…
The Long Game: Why Patience and Perspective Matter in Investing
…this podcast episode. Enduring Active Strategies: Understand that with strategies like value investing or other active investment strategies like factor investing approaches, deviations from benchmark returns are expected. Be prepared…
Steve Romick | Lessons From 30 Years as a Value Investor 🛡️
In this episode, we speak with FPA Crescent Manager Steve Romick. Steve has built an exceptional long-term record using an approach that combines value investing with protection of capital and…
Much Needed Therapy for Value Investors
It has been a painful last decade for value investors. In this episode, our good friend Tobias Carlisle returns to commiserate about the struggles of value and also to talk…
Quantitative Asset Management - Building Systematic Real-World Strategies | Michael Robbins
…What makes a good investing factor? 30:13 – Does factor timing work? 33:44 – The different types of models 37:51 – Is value investing dead? 44:32 – What makes a…
Small Cap Value: Waiting for the Jumpstart
…16.9 over the last quarter-century. Honing in on Small Cap Value Universe Things are even more compelling in the small-cap value universe. Using Validea’s Market Valuation tool, I’ve looked at…
Put Down the Dividends and Slowly Back Away
…less than optimal value metric 09:28 – Dividends, buybacks and capital allocation 11:31 – Dividends as a quality metric 15:34 – Good and bad buybacks 18:18 – Pay the dividend…
Before Buying This ETF, Read The Ingredients
What measure to use to determine what’s a value stock and what’s a growth stock is an ongoing debate, and especially relevant now, when Microsoft—typically not considered a value stock—is…
The Human Touch in Quantitative Investing: Decisions Behind Systematic Strategies
…like value can be measured in many different ways, including a variety of individual metrics or a composite of them. Thus, even at the inception of a model, the human…