…that lean toward value-conscious. The article points to the market-cap level; small-cap value greatly outperformed small-cap growth in 2021—19.1% versus 9.4%, which could have fueled value funds with allocations to…
Search Results for: value
The S&P 500 Passed Stock-Pickers By in 2021
…last year since 2014, making it especially dismal. What’s the cause? The performance gap between growth and value stocks significantly narrowed last year, with only 5 of the highest-contributing companies…
Bill Miller’s March Market Perspective
Bill Miller shares his perspective on this month’s market on the Miller Value Partners website, noting how attention has shifted from how low can stocks go to how long can…
Four Ways Value Investors Can Use Momentum
…integrated multi-factor approach is probably the best way to use value and momentum together, many value investors will prefer something less aggressive that maintains a primary value approach and uses…
Cut Stocks As Stagflation Fears Grow says El-Erian
…El-Erian says, since cash is a no-go with inflation at 7.9% and bonds are still adjusting and therefore unsafe. But the relative value of stocks may not be stable as…
The Five Biggest Mistakes I Have Made in My Career Managing Quant Strategies
…on history to tell us which factors work, that history doesn’t ensure they will always work going forward. While I used to look at whether a factor like value will…
Remembering Legendary Investor Michael Price
In a tribute piece in Barron’sfor Michael Price, the well-known value investor who passed away last week at age 70, Meryl Witmer writes of the years she spent working with…
“Themed” ETFs Tend To Launch Before A Fall
Cathie Wood’s Ark Innovation ETF—the most well-known “thematic” ETF—had lost half its value by mid-February, reports an article in Financial Times, as investors continue to sell their shares in droves….
Value Stocks Are Still Cheap, Says Cliff Asness of AQR
…interest rate increases. Investors usually favor value over growth during periods of inflation; with growth equities’ reliance on long-term gains, they weaken more than value stocks under the impact of…
Short-ARKK ETF Soars While ARKK Falls
…doubled since they debuted in early November while ARKK’s value has fallen from over $20 billion to $9.7 billion. Tuttle devised the ETF last summer after deciding that ARKK had…