For all the years that growth was king, value-focused managers such as Clifford Asness bided their time, which finally came with last year’s tech rout. AQR, which Asness cofounded in…
Tag: Cliff Asness
Asness to ARK: “We Are Right”
The extensive sell-off of pricey tech shares has pummeled ARK Investment, forcing Cathie Wood to defend her fund’s strategy by arguing that “the market is not pricing assets based on…
Value Stocks Are Still Cheap, Says Cliff Asness of AQR
AQR co-founder Cliff Asness recently shared data that finds the correlation between value stock returns and interest rates over the last 4 decades is a slight 0.03, reports an article…
Quant Pioneer Asness Says It’s Too Early To Gloat
Co-founder of AQR Capital Management Cliff Asness is making a comeback in his treasured value trade as the firm’s $1 billion Absolute Return fund posted its five best days in…
Hulbert: Some Value Stocks are Still Beating the Market
A recent Barron’s article by contributor Mark Hulbert suggests that, even though value has once again fallen behind growth, “new research provides yet more evidence that value is a good…
AQR’s Cliff Asness is Back to Defending Value
Cliff Asness, “godfather of value investing” and co-founder of AQR Capital Management, is once again defending value investing and saying that current valuation spreads between the cheapest and most expensive…
The Three Keys to Understanding Investing Bubbles (Ep. 84)
With the stock market at all-time highs and returns over the past year some of the best in history, the word “bubble” is getting thrown around more and more by…
AQR’s Cliff Asness on the Value Outlook
In January, Bloomberg’s Erik Schatzker interviewed AQR co- founder Cliff Asness on the state of value investing and, more specifically, the rough sledding AQR has experienced in the last year.…
Asness: Hard to Say When Value Will Win Again
“There is no magic answer,” says AQR’s Cliff Asness when asked when the value strategy will make a comeback, according to a recent article in Financial Review. “A huge part…
Cliff Asness Explains Why Perseverance & Forbearance Are Needed
In a recent note to clients, AQR’s founder Cliff Asness asked for perseverance and forbearance as the firm slogs through a rough patch. This according to an article in Institutional…
