Investor Tobias Carlisle says deep value investing can offer “asymmetric returns with limited downside and greater upside,” but represents a counter-intuitive approach. This according to a recent article in The…
Tag: mean reversion
Is This Value's Moment to Shine?
There’s a “growing chorus on Wall Street for investors to look beyond the FANG momentum plays and more toward value stocks. In other words, investors are pulling a Warren Buffett.”…
One Quant Sees Value Rotation as Growth Bubbles Over
Value stocks are “poised to generate some of their best returns in a quarter-century,” says QMA CEO Andrew Dyson (QMA is the quantitative arm of PGIM). This according to a…
Cheap Stock-Hunting Back in Favor
Value stocks have underperformed growth “in all but one year,” but saw a shift last week. This according to a recent article in The Wall Street Journal. On Monday, September…
Relative Performance of Growth vs. Value Stocks
A CFA Institute article poses the question: does the long run of growth stock outperformance suggest that value stocks must be due for an uptick? Although growth stocks have outperformed…
Value Returns Could Improve, But Nobody Can Predict When
Given today’s environment of rising interest rates and increased volatility, the market appears to be at a “crossroads,” and the value investing strategy could be poised to make a comeback,…
The Realities of Mean Reversion
By Jack Forehand, CFA (@practicalquant) “Importantly, reversion to the mean in the investment business extends well beyond the results for mutual funds. It applies to classifications within the market (small…
Hulbert: Value vs. Growth Valuation Spread Widest Since 2000
Earlier this month, price spread between value and growth stocks was the largest it has been since 2000, writes Mark Hulbert in a recent MarketWatch article. Hulbert offers data from…
Former FPA Manager – Bob Rodriguez – Shares Market Insights
Robert (Bob) Rodriguez, former managing partner at asset-management firm FPA, shared insights and opinions regarding various market-related topics in an interview recently published in Advisor Perspectives. Here are some highlights: On…
Rob Arnott Says Clock is Ticking on Smart Beta ETFs
A smart-beta pioneer, Rob Arnott of Research Affiliates warns that these investment vehicles are in a bubble, says an article in last week’s Bloomberg. Smart-beta ETFs organize securities based on…
