Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew to over $5…
Tag: Value Investing
Kaissar: Value Investing and the Price-to-Book Ratio
While for many value investors, a low price-to-book ratio has long been synonymous with opportunity, a recent article by Bloomberg columnist Nir Kaissar argues that in recent years it has…
Revisiting All Things Value with Tobias Carlisle of the Acquirers Funds
This week we bring back our first repeat guest on the podcast. And we can’t think of a better person to have back than our good friend Tobias Carlisle. When…
Five Value Investing Principles that Still Stand
In a recent Robeco article, Boston Partners Senior Portfolio Manager Mark Donovan shared five foundational value investing principles that have stood the test of time, “even as these principles seem…
An Inside Look at the Contrarian Investment Strategy of David Dreman
David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman’s Kemper-Dreman High Return Fund was one of the best-performing mutual funds…