…manager AJO closed up shop at the end of 2020, claiming that the drought in value was at the root of their challenges—just before the value factor enjoyed a strong…
Search Results for: value
Balancing Return and Risk in Factor Investing with Harin de Silva
Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some…
Quants Are Taking Over The Bond Market
…Investors now believe that slicing bonds by factors like value and price momentum produces outperformance over traditional investing styles, and Wall Street is following along as never before, the article…
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
…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…
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…