…value: A study from Morningstar showed that “funds with lower expense ratios have historically had a higher probability of outperforming other funds in their category—in terms of relative total return,…
Search Results for: value
Value Veteran Dreifus Balks At Banks
In an interview with CityWireUSA, value veteran Charlie Dreifus and manager of the Royce Special Equity fund discussed his sometimes-unusual approach to investing. Under his management, the $921.3 million small-cap…
The End of Value Winter
…is undefined,” Graham says, “…value has a clear approach.” Of course, the biggest pitfall for value investing is the “value trap,” or when companies aren’t able to pivot out of…
The Importance of Intangible Assets
…all of this poses for investors is that both tangible and intangible assets produce value over time. But only tangible assets are counted in book value. This results in a…
Few Bright Spots For The Worst Bond Quarter In Years
…exchanges mount: the iShares MSCI Emerging Markets ETF was down 7.6% through the end of March. Meanwhile, in the U.S., stocks continued to tumble, but large companies and value stocks…
Should Investors Fear the Yield Curve Inversion?
…they are of little value from a practical standpoint for the average investor. Jack Forehand is Co-Founder and President at Validea Capital. He is also a partner at Validea.com and…
HP Inc Skyrockets After Buffett Buys Stake
…its own part, HP stock gained 53% last year but dropped 7.3% so far in 2022. As an almost relic in tech stocks, a shift into value tech shares could…
Applying Machine Learning to Value Investing with Euclidean’s John Alberg
Value investing has produced some of the greatest investors of all time. Whether it be Benjamin Graham’s deep value approach or Warren Buffett’s quality at a reasonable price strategy, value…
Challenges for the 60/40 Balanced Investor in Today’s Market
…such as commodities, gold, and real estate, particularly during inflationary times, can help prop up returns. In addition, value stocks and non-U.S. stocks have higher return expectations when compared to…
Build Wealth With Stocks Instead of Houses
…about the value of homes in the long-run, Shiller and Thompson’s research found. When Professor Damodaran parsed their data, it showed that those who purchased homes at the peak of…