Risk is one of the most difficult concepts in investing to define. Part of that is because we face many risks as investors that come from many different directions. But…
Tag: Featured
Validea's Jack Forehand on Zona Value Club Talking The Quant Strategies Of Great Investors
Jack appeared on the Zona Value podcast. He discussed the history of Validea, some lessons from applying our strategies to the real world, and the recent underperformance of value investing.
Weekly Guru Investor Highlights: Basics of Value Investing, Market Timing is Bad & Evolving Factors
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
The Basics of Value Investing
By Jack Forehand, CFA (@practicalquant) When you look at the long-term performance data of the major investing factors, value and momentum typically rise above the rest. A few weeks ago, we began…
A Detailed Look At Joel Greenblatt’s Magic Formula Method – A Model that Blends Value & Quality (Ep. 70)
Joel Greenblatt produced exceptional returns as managing partner at Gotham Capital, a New York City-based hedge fund he founded. The firm averaged a remarkable 40 percent annualized return over more…
Weekly Guru Investor Highlights: Defining Risk, Momentum & Trend Following, Bill Miller & More
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
An In Depth Look at Momentum Investing and Trend Following with Jack Vogel (Ep. 69)
There is perhaps no investment factor with more long-term data to support it than momentum. But despite that, its real world usage lags far behind other factors like value. Part…
What is Risk?
By Jack Forehand, CFA (@practicalquant) There might not be a term that is the subject of more debate in the investment industry than risk. If you asked ten different investors to define…
The Impact of Intangible Assets on Value Investing (Ep. 68)
Our economy is changing. Gone are the days where the biggest companies require substantial physical assets to operate and grow their businesses. Most of the companies that dominate our economy…
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67)
There are many misconceptions about private equity. Most investors see it as a domain where high net worth investors and institutions earn returns that can’t be achieved via public markets.…