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Search Results for: value

Value Investing & ESG Can Complement Each Other

March 31, 2023

Integrating ESG (environmental, social, and government-mindedness) into value investing could be a vital component in generating returns, contends an article in Investor Daily. While many value stocks can be found…

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Invest With Managers Who Invest

March 31, 2023

Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. Case in point: the American Century Small Cap Value…

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Factor Investing in Under the Radar Markets with Chris Covington

March 30, 2023

…crowded markets. We take a detailed look at their strategy and discuss value, quality, momentum and their approach to measuring stability. We also cover a wide range of other topics…

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Combining Sentiment and Fundamentals: How Quant Models Uncover Opportunities

March 29, 2023

…value. There are a few models on Validea where stock buybacks are important. The Shareholder Yield model we run is taken from Meb Faber’s book, “Shareholder Yield: A Better Approach…

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Why Arnott Favors International Stocks

March 27, 2023

…are relatively inexpensive, and international value stocks are “very cheap,” he stressed in the interview. And while there are many narratives about why not to invest outside of the U.S.,…

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Morningstar’s Director of Manager Research Shares His Focus

March 27, 2023

…funds that fulfill at least one of the following qualifications: demand from clients, requests, and whether it adds the most value to the team, reports an article in CityWire. Says…

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In Spite of Losses, ARK Fund Tops $300m in Fees

March 20, 2023

…made Wood and Ark’s managers a lot of money, the same cannot be said for the investors who sustained enormous losses as the fund’s value plunged. But it could be…

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Berkshire Hathaway Could Get A Big Energy Payout

March 9, 2023

…the face value,” while the other half is either paid out to common shareholders or used for buybacks, the article explains. So though Berkshire will likely lose a substantial amount…

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The 5% World

March 9, 2023

…maintains. If those riskier assets generate positive returns, that’s a bonus, but if they lose all their value, investors in a 20-year TIPS who hang onto it would still finish…

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The Surprising Investment Factor That Defies the Risk-Return Tradeoff

March 8, 2023

…it is probably best to first define what the factor is. What is Low Volatility? Defining low volatility is probably the easiest of all the factors we follow. Value can…

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