A recent article in the Financial Times reports that, since the fourth quarter of 2018, “value has outperformed growth by more than 2 percentage points” which may be signaling a…
Tag: Stock Picking
How to Find Value in a Complicated Market Environment
An article in Morningstar outlines a discussion with global equity manager Peter Wilmshurst regarding how his team chooses strong value stocks within an increasingly expensive global environment. Wilmshurst says, “I…
Where have all the Star Stock Pickers Gone?
By John Reese (@guruinvestor) — The days of the star stock picker are largely gone, but aspects of their investment genius live on in other ways. In the mid to…
Study Finds that Stock Picking Probably Won't Make Investors Rich
While some stock pickers can successful, investors should keep in mind that the odds are against them, according to a recent article inThe New York Times. “It’s not just that…
Ritholtz Says Stock-Picking is Still Alive if Not Kicking
Active fund management has been losing followers but isn’t going away entirely, writes Barry Ritholtz in a recent Bloomberg article. While stock-picking has seen a host of changes, he offers…
Stock-Picking Strategies from Barron's Veteran
Advocating a flexible approach to stock-picking, a recent article by Barron’s veteran Andrew Bary offers some guidance that incorporate the ever-successful strategies of Warren Buffett while emphasizing the importance of…
Are the Markets Really Efficient?
Warren Buffett has always been open about his approach to investing, singing the praises of focusing on business fundamentals to find strong stocks at good prices. However, in a recent…
Are Index Funds Passive Aggressive?
“The index provider is becoming more of a stock picker,” said Rodney Comegys, head of investments for Asia Pacific at Vanguard Group (which oversees more than $3 trillion in primarily…
Forget Asset Allocation, says Glenmede’s CEO
Stock-picking is still in vogue with Gordon Fowler, CEO of the $24 billion Glenmede Trust fund. A recent Barron’s article describes the process employed by his team. “Every morning, Fowler…
Is the Next Peter Lynch or Warren Buffett Waiting in the Wings as Value Emerges
Bloomberg reports on the market shifts toward value as “returning to an era when stock pickers reigned,” drawing on comments by Bank of Montreal’s Brian Belski, who said “it’s a…