In an interview with CNBC, Chairman, co-CEO and CIO of Ariel Investments John Rogers predicts that 2022 is going to be a great year for value. While technology stocks have…
Search Results for: value
Our Five Most Popular Podcasts of 2021
…of the audio version and views on YouTube within the first 60 days of their release. Rob Arnott, Founder of Research Affiliates, on Inflation, Bubbles and the Future of Value…
Should Bitcoin Be 5% Of Allocators’ Portfolios?
…because it can hold its value when assets decline. But the Catch-22 here is that as Bitcoin is included in more institutional portfolios and given more allocation, those correlations—both up…
Find Cheaper Alternatives To Expensive Stocks
…do much except minimize their exposure. To do that, Kaisssar advises taking another look at small companies, value stocks and foreign markets: bad performers in recent years but exceedingly cheap….
Investors Can Be Right For The Wrong Reasons
…assess if they should’ve seen it coming. Wigglesworth assesses that while his prediction that growth stocks would outpace value stocks was a close run thing, with the MSCI USA Growth…
Investors Map Their Course In 2021 Using Validea
…process. Most Popular Value-Based Guru Portfolio: Value Investor based on Ben Graham Value Investor Model Portfolio Of all the value models we run, investors still are attracted to Ben Graham…
The Hottest Stocks Are Getting Killed
…where valuations comes down more to stories than numbers.” In other words, if you can’t find the value floor in a skyrocketing stock, that stock is going to be more…
Small-Cap And Value Stocks Are Poised to Climb in 2022
…is advising their clients to lean into them in their portfolios and keep a long-term view. Even in years when small/value outperforms large/growth, small/value tends to do well in the…
My Biggest Lessons From 2021
…likely to matter in that they will drive that voting since what you are buying when you buy an asset ultimately is the present value of its future cash flows….
A Harvard Professor Takes On Private Equity
…equity firms and go after the same kinds of companies in public markets to capture the same amount of value. The idea is a bit revolutionary for a school whose…