Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener

Tag: G. Staley Cates

11 years ago
Hawkins & Cates: M&A Limiting Value Opportunities

Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…

14 years ago
Top Fund Managers: Valuations Very Compelling

O. Mason Hawkins and G. Staley Cates, whose Southeastern Asset Management funds have excellent track records over the past decade, say they are adding to their equity positions amid the…

15 years ago
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say

O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…

Recent Original Research
August 29, 2025
Ten Top Momentum Stocks Meeting the Tests of...
Momentum Investing: Capitalizing on Sustained Market Outperformance Momentum investing capitalizes on the tendency of top-performing stocks to continue their strong trajectory. Rather than simply chasing rising prices, this strategy systematically identifies securities that demonstrate consistent outperformance relative...
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
August 26, 2025
Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
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