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Search Results for: value

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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Berkshire Hathaway’s Big 2022 Losses

March 3, 2023

…can benefit shareholders if the repurchase happens when a company’s stock price is trading under its value. Along with the letter to shareholders, Berkshire posted its 2022 results, which show…

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Buffett’s Slapback At Buyback Critics Is Fair

March 3, 2023

…return it to their investors, resulting in harm to returns. Though repurchases can bolster a company’s stock, it actually lowers its market value; companies that stockpile their cash and use…

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A Detailed Look at the Quality Factor

February 22, 2023

…Eye of the Beholder The value factor is fairly easy to define. There are obviously many different metrics you can use to define value, but they all are a function…

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New SEC Regulations Take On Insider Trading

February 17, 2023

…plan before they can start trading, as well as disclosure of the plans on quarterly and annual reports. Previously, executives could utilize a high-value 10b5-1 plan without leaving any trace…

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Unlocking the Market's Mood: Tools for Measuring Stock Sentiment

February 15, 2023

…quantitative investment strategies. That conversation, along with our talk with value investor Cole Smead and his comment on insider buying, got me thinking about the various company specific sentiment factors…

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