Value investors in general tend to have an aversion to using momentum in their investment strategies. But the long-term evidence suggests they should rethink that. In this episode we look…
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Asness to ARK: “We Are Right”
…look inexpensive when compared to benchmarks like profits or assets—the kind of stock that has endured years of underperformance and is now on a rebound. Indeed, AQR’s value-heavy fund has…
Market Is Top-Heavy But Carnage Is Wide
…as investors sell those pricey stocks they purchased and opt for cheaper value stocks, many analysts believe that big tech’s moment is over. And the Russell 1000 indexes follows that…
Growth Stocks: Have They Bottomed?
…growth stocks since 1932. Though the Morningstar US Value Index has only dipped slightly, the Morningstar US Growth Index has tumbled 25.9%. But has the growth stock decline run its…
What We Should Remember About Bear Markets
…bottom: Market timing is impossible, and this fact does not change during a bear market. The only difference is the attraction of attempting it when portfolio values are falling can become…
Losses Mount Among Retail Investors
…roughly $9 trillion gone from the value of U.S. equities this year, that group of day-traders has stayed relatively firm in their position compared to institutional money managers who have…
GMO’s Inker Says It’s A Good Time For Long Value & Short Growth
…launched its Benchmark-Free Allocation fund (GBMIX) to play against the meteoric rise in growth stocks and the stagnant value stock market by owning value stocks and shorting growth stocks. That…
How To Face Buying The Dips
…Jason Zweig in The Wall Street Journal. One tool to sharpen for your toolbox would be value averaging, Zweig contends, which combines dollar-coast averaging and rebalancing. Investors decide on an…
Burry Reveals Bet Against Apple
…holdings, bringing the total value of their portfolio up to $165 million, with their largest stakes being Bristol-Myers Squibb at $22 million, Booking Holdings and Discovery at $19 million, and…
Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova
…of Barron’s 100 most influential women in finance. We also take a deep dive into factor investing and how Dimensional views the major factors including value, momentum, profitability and investment,…