…‘circumscribe investing as thoroughly as [has] been done.’” He referenced Warren Buffett who, he argued, most consider as the “paragon” of value investing but who himself “does not circumscribe value…
Search Results for: value
The Most Ignored Investing Premium
…premium will not exist. Value investors accept that risk when they try to take advantage of it. In addition to that, even if there is a value premium going forward,…
GMO’s Ben Inker on Where He Spots Value
Although GMO’s founder Jeremy Grantham began the year by saying U.S. equities were in a bubble, the firm does see a few pockets of value, says its head of asset…
Rob Arnott’s Big Bet on Emerging Markets
Research Affiliates founder Rob Arnott said he has loaded more than half of his liquid investments into emerging markets value stocks, and that the bet is paying off big. This…
Value Investing Vs. Value Rotation
…rotation. Here are some key takeaways from the interview: Regarding the rotation to value, Resendes says that in August of last year his firm “really thought value had started to…
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
…bubbles in advance and the future of value investing, among many other topics. We hope you enjoy the discussion. Listen on Apple Podcasts Watch on YouTube All Other Podcast Platforms…
Going from Dividend Aristocrats to Dividend Kings Using Quality and Value
…above what the broader market may give you. Quality Value During Inflationary Times In a recent piece from GMO, the investment firm made the case for quality and quality value,…
Interview with Bill Ackman: Dominos, SPACs, and Inflation
…best speculations ever…But it’s not a place where I would feel comfortable personally putting any meaningful amount of assets. And therefore, I wouldn’t invest…our firm’s assets…because there’s no intrinsic value.”…
Why This Value Manager Thinks Alibaba is a Bargain
…increased interest in value strategies. On regulatory concern with the “internet behemoths,” McLemore said that the worst case would be breaking up the businesses which, in her opinion, would be…
The Next Generation of ‘Would-Be Buffetts’
…value:” Pierre Py, the 44-year-old co-founder of Phaeacian Partners, described as an “unapologetic value investor.” Py’s approach has been influenced by the veterans he has worked with (i.e., Oakmark International’s…