…profits and therefore their current value, fundamental value investing has the potential to see a resurgence. While Templeman doesn’t believe the “overall equity markets will crash,” he does see “a…
Search Results for: value
US Will Avoid A Recession, Says Ariel’s John Rogers
…the housing and real estate sectors. He dismissed crypto as having no “real value” and warned that Chinese markets could see a collapse in a real estate bubble. But America,…
Three Experts Weigh In On ChatGPT, Investing and Advancements in Artificial Intelligence
…former Google programmer and computer scientist. (@kczat) John Alberg & Lakshay Chauhan of Euclidean Technologies, a firm using machine learning in its value investing process. (@JohnAlberg) Kai Wu, founder of…
BlackRock & Goldman Debate the 60/40
…expensive, lost value as interest rates spiked. Even commodities, which outperformed earlier in the year, have now dropped almost back to 2021 levels. The underlying issue for every portfolio strategy…
Greenlight Climbs 36.6%, Recouping Losses
…to 2022. However, in the wake of last year’s tech rout, value shares have been outperforming growth, giving a much-needed boost to the fund. In a letter to investors last…
Arnott: Put Money In Multi-Factor Strategies
…reducing their overall returns. But now Arnott is telling investors to “embrace multifactors” and “pour money into” them, pointing to the current cheapness of U.S. large-cap value stocks; as of…
Value Investing and Lifelong Learning with Cole Smead
In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We…
Four Lessons From Andy Berkin and Larry Swedroe
…value stocks lie more in the present. So it would seem logical that when interest rates are high, value stocks should be worth more. But the evidence isn’t that clear….
A Complete Guide to Factor Investing with Andy Berkin
…a wide range of factor investing topics, including the future of value investing, composites vs. individual metrics, the different approaches to multi-factor investing and factor timing. We also talk about…
The Fund Industry’s 15 Top Wealth Makers
…the best interests of their shareholders, Arnott’s list makes it clear that those funds have created enormous value, thereby rewarding their shareholders with significantly increased dollar value. ——————————————— Validea runs…