…too. If it doesn’t, then momentum won’t. For an investor whose primary strategy relies on analyzing company fundamentals (particularly a value investor), momentum can be an excellent complement because it…
Search Results for: value
Duke University’s Endowment Gains Record 56%
…averaged value of the endowment funds from the previous 3 years and aims to spend between 4.5% and 5.5% of that on academic initiatives and staff salary. The endowment and…
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…
Let’s Explore Attractive Value ETFs
…billion. Vanguard Mega Cap Value ETF – Tracks the performance of the CRSP US Mega Cap Value Index and has an AUM of $4.55 billion. Schwab U.S. Large-Cap Value ETF…
Options for Investors Worried About the Future of the 60-40 Portfolio
…recently interviewed Ben Inker of GMO for our podcast (the interview will air next week) and he highlighted the potential opportunity in US value stocks and in markets outside the…
Amid Value “Exodus,” Fund Flows Drop
…a new report from Morningstar that is discussed in an article in CityWireUSA. Large Value and Small Value fund categories, as well as value-oriented sector equity funds, all endured outflows,…
Eighteen Financial Terms That Define Our Time
…they value the experience in the present moment more than what the future may hold. Payment for Order Flow: Online brokerage firms and apps like Robinhood don’t charge investors commissions…
Equal- vs. Market-Cap Weighted Portfolios
…positive exposure to the momentum factor and negative exposure to size and value factors—something that seems insignificant now, but if there’s a repeat of the tech bubble implosion of 2…
Would You Have Bought Berkshire Hathaway in 1975?
…the investment machine it would become. The only real clue, the article contends, was the company’s book value: something that investors can’t purchase, instead relying on the expectation that, over…
Gregg Fisher, Multi-Factor Pioneer, Talks Investor Behavior, The Future Of Value, Investing In Innovation & Lessons From 20+ Years as a Quant
Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew to over $5…