A recent article in Forbes highlights the value investing strategy of Josef Lakonishok, a professor-turned-money manager who founded the firm LSV Asset Management ($104 billion AUM). “Lakonishok created a stir…
Tag: Value Investing
Greenblatt and Pzena on Active Management in 2021
In a recent investing masterclass, longtime friends Joel Greenblatt (Gotham Funds) and Richard Pzena (Pzena Active Management) shared insights on the state of active management and what it means to…
Value Investing: There’s More to It Than Low Prices
A recent Morningstar article warns value investors not to overlook profitability, citing Warren Buffett’s advice to purchase good businesses at fair prices rather than weak businesses at bargain prices. “Betting…
AQR’s Cliff Asness on the Value Outlook
In January, Bloomberg’s Erik Schatzker interviewed AQR co- founder Cliff Asness on the state of value investing and, more specifically, the rough sledding AQR has experienced in the last year.…
How Most Value Managers are Getting it All Wrong
In a recent episode of the Bloomberg Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway talk to Rafe Resendes, portfolio manager and co-founder of the Applied Finance Group, about…