Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
    • Popular Posts
    • Jack Forehand
    • Justin Carbonneau
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener
  • Money Management
    • Validea Capital
    • Free Assessment

Tag: Alpha

Alpha Boils Down To One Thing In Active Management
3 years ago
Alpha Boils Down To One Thing In Active Management

Picking the right stocks is the single most important thing to generate alpha, contends an article in Institutional Investor. According to a recent study from Inalytics that is cited in…

The Birth, Growth & Death of Investing Factors w/ ReSolve Asset Management's Adam Butler
5 years ago
The Birth, Growth & Death of Investing Factors w/ ReSolve Asset Management's Adam Butler

Many investors have come to accept the fact that the major factors like value and momentum will produce excess returns over the long-term. But what if the fact that these…

Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter
5 years ago
Buffett’s Disappearing Alpha – Why It Doesn’t Really Matter

Warren Buffett has one of the greatest long-term investing track records of all time. The chart below shows the excess return (y-axis) over the market of some of history’s best…

6 years ago
Here’s How Active Managers Squander Alpha

New research shows that active managers do in fact generate alpha, but have a hard time keeping it because they hold positions too long. This according to an article in…

6 years ago
Commentary: Smart Beta vs. Alpha-Beta Combination

A recent article in CFA Institute suggests ways to combine alpha and beta factor strategies to create a “simple and clean equity portfolio” that offsets some of the “innate human…

6 years ago
Bill Gross Says Odds of Outperformance Have Plunged

Bill Gross, who defined his career by beating benchmarks in the bond market, says the days of outperformance are largely over. This according to an article in Bloomberg. “There are…

7 years ago
Which Generates More Alpha, Mutual Funds or ETFs?

How does the alpha generated by ETFs compared to that of actively managed mutual funds? The question is addressed in a recent WealthManagement article. The article cites Morningstar data that shows…

9 years ago
Steve Cohen's Head Performance Coach Talks Portfolio Manager Mindset

As the PGA tour winds down and the Olympic Games approach, it seems only fitting to share some perspective on the investment world from a famous sports psychologist. Dr. Gio…

9 years ago
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns

Joel Tillinghast, manager of the Fidelity Low-Priced Stock fund, “owns one of today’s best investment records,” according to a profile proceeding a recent interview published in Barron’s. In the 26 years…

9 years ago
Adding Alpha Through Opportunistic Investment

In a recent article on Top1000Funds.com, Anthony Brown of Mercer Investments suggests that “one way to add alpha [especially in the current environment] is through a more opportunistic approach to…

Posts navigation

1 2
Recent Original Research
August 8, 2025
Ten Growth Stocks That Meet the Tests for...
Growth stocks can be challenging for investors since many of them never realize their potential. Back in 2005, Professor Partha Mohanram created the G-Score framework—a systematic way to assess growth companies that works alongside Joseph Piotroski's F-Score...
August 5, 2025
Ten Top High Shareholder Yield Stocks – August...
Shareholder yield provides investors with a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly through dividend payments from earnings. They can repurchase...
August 4, 2025
Ten Top Dividend Aristocrats – August 2025
The Dividend Aristocrats are a select group of fewer than 70 S&P 500 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industries. This remarkable track record of dividend increases...
August 2, 2025
Ten Top Warren Buffett Stocks – August 2025
Warren Buffett's approach to investing rests on a core belief developed through years of experience: purchasing outstanding companies at reasonable prices beats buying mediocre firms at bargain rates. He looks for businesses with lasting competitive strengths—what he...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved