…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…
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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…
How To Find Quality Growth Stocks
Finding profits from growth stocks has gotten harder and harder, especially as interest rates have risen. Investors have flocked to value stocks instead, with a 30% drop in the Russell…
The Magic of Multi-Factor Investing
…for stocks with elements of both value and momentum. For example, I might rank all stocks in my database using value and then rank them using momentum and include the…
Bill Miller Retires From Fund Management
…Value Trust (now known as the ClearBridge Value fund), where he recorded a 16.44% annualized return, compared to the 11.52% return from the S&P 500. While big tech was a…
Why Aren’t We All Value Investors?
…less appealing. Interest rates are generally used to determine a present-day value for a company’s earnings and cash flows in the future. Lower rates make current values of future earnings…
Blackstone’s Heavy Concession Is A Warning
…and Sunbelt housing, generating even stronger returns than the UC investment promises. However, the fund’s value decreased last fall, and rents would likely be impacted by a recession. But the…