Small-cap fund performance has taken a lot of heat lately, and the “small-cap premium” has been called into question. In a recent article for Nasdaq, John Reese, CEO of Validea,…
Tag: John Reese
Greenblatt’s Magic + 5 Value Stocks that Make the Cut
Hedge fund manager Joel Greenblatt, author of The Little Book that Beats the Market, uses what he calls a “magic formula” to earn returns that outperform the market. In a…
5 Utility Stocks with Attractive Company Fundamentals
The utility sector has been performing well, and its shares offer the stability close to that of bonds without the paltry returns. In a recent article for the TheStreet.com, John…
Fundamentally Sound Stocks Win When Recessions Loom
Whether it’s interest rate hikes or China’s slump or US weakness, investors have found a myriad of economic reasons to worry in 2016 — and they’ve expressed their worries by…
The "Hurry Up And Kiss Me" Market
The following is an excerpt from the June 3rd, 2016 Validea Hot List newsletter. Summary: The financial crisis and Great Recession were incredibly painful events for investors, the financial equivalent…
Big Opportunity In Small Stocks?
It’s no secret that the market doesn’t look too cheap right now. In fact, by many measures, it’s overpriced. But the difference in the valuation of small stocks and large…
Sell In May Works -- But Be Careful
In his latest column for Canada’s Globe and Mail, Validea CEO John P. Reese says that while the “Sell in May” phenomenon seems to be a real force in the…
Time For An Oil Rebound?
After oil prices began their dramatic plunge in the summer of 2014, many oil stocks became persona non grata in the investment world. Now, nearly two years later, a number…
Is The Growth/Value Pendulum Swinging?
After a lengthy period of underperformance, value stocks have started to rebound. And in a recent piece for Proactive Advisor, Validea CEO John P. Reese says they are now poised…
When Should You Rebalance?
Like many quantitative investors, Validea CEO John P. Reese uses a strict rebalancing approach to portfolio management. But just how often should you rebalance your portfolio? Reese says it may…