As money managers allocate more resources to quantitative model-building, they are also amping up robo-advising services for clients seeking low cost investment alternatives, writes Validea CEO John Reese in this…
Tag: John Reese
Index over Active Management Still Requires Discipline
The inevitable periods of underperformance often suffered by active managers—coupled with their relatively high fees—make index investing a more attractive option for many investors. This according to a recent Globe…
James O'Shaughnessy: Knee-Jerk Investing Doesn't Work
A quantitative investing guru who uses concrete metrics to analyze stocks, James O’Shaughnessy believes that investors get in the way of their own success by reacting emotionally, writes Validea CEO…
Buffett and 3G Capital Might Like These Picks
While the private-equity firm 3G Capital and Buffett’s Berkshire Hathaway have teamed up on a few headline deals (such as the acquisition of H.J. Heinz and the subsequent merger of…
Value Stock Picks in an Elevated Market
Although today’s market is a bit pricey, it still offers some values if you shop around and properly evaluate a company’s operations and financials. This according to Validea CEO in…
Cautious Dividend Investing a Must
Given the historically low interest rate and return environment, investors hungry for yield have been gravitating toward dividend stocks, but the valuation advantage of this asset class has diminished. This…
Buffett Can Bend His Own Rules
When Berkshire Hathaway buys pricey stocks of companies that pay hefty dividends and repurchase shares, it may appear to go against his mantra of “never lose money,” since a short-term…
Five Picks for the Common-Sense Investor
How should an investor address the ever-present question as to whether an exciting, media-saturated stock is actually a sound opportunity? In anticipation of Snapchat Inc.’s IPO, Validea CEO John Reese…
Six Tempting Picks for the 'Joe Six Pack' Investor
“Davos Man,” the hypothetical investor who gravitates toward global businesses and bonds has been ruling the roost for the past decade, but he might be passing the baton to “Joe…
Value-Based Picks for the Trump Rally
As the Trump rally continues and stock prices remain elevated, shopping for value stocks may not sound feasible, writes Validea CEO John Reese in this week’s Forbes. He points out,…