In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto.…
Tag: Value Investing
Is the Growth-Over-Value Edge Finally Nearing an End?
While growth continues to outperform value, there are signs that the trend might be shifting, according to a recent Barron’s article. “While nothing grows to the sky forever,” the article…
Excess Returns, Ep. 33: Active Value Investing in a Changing World with Vitaliy Katsenelson
In this episode we are joined by Vitaliy Katsenelson. Vitaliy is the author of the popular Contrarian Edge blog and the CEO of investment firm IMA. As quantitative investors, we…
Morningstar: Value Investors Facing a “Great Opportunity”
Dan Kemp, the CIO of Morningstar’s EMEA division, sees opportunity for value investors and disagrees with the consensus that the coronavirus crisis favors growth strategies, according to a recent article…
Excess Returns, Ep. 32: Is the Price/Book Ratio Dead?
The Price/Book ratio has probably been the most important valuation ratio of the past century. If you look at the academic research that supports value investing, you won’t find any…