The term “value investing,” is often used to described strategies “derived from simple ratios of accounting numbers to stock prices,” according to a recent article by the CFA Institute. “The…
Tag: Value Investing
Value Investing Trends
A recent Morningstar article addresses the persistent lackluster performance of value stocks and whether it is a temporary situation or something more permanent. According to participants in this year’s Morningstar…
Three Slogans that Don't Work for Money Managers, But Should
By Jack M. Forehand — One of the interesting things about investing is that the approaches that work the best in raising capital and obtaining clients are often the worst…
Factor Strategy Focus – Benjamin Graham
By Jack Forehand — When we started following guru-based models, the term factor investing didn’t exist. We just wanted to find a way to outperform the market, and we realized…
Piotroski and Book/Market-Based Investing
In a recent article for Nasdaq, Validea CEO John Reese shares insights on quantitative investing and outlines the approach of Stanford University accounting professor Joesph Piotroski (a market guru that…
Columbia's Bruce Greenwald on Value Investing
When Columbia professor Bruce Greenwald first arrived at the university, value investing wasn’t terribly popular, but he was convinced it was a much better approach. This according to a recent…
Francis Chou is a Patient Investor
Regarded as one of the savviest value investors in the world, says a recent article in Canadian Business, Francis Chou thinks the market is overpriced right now, but will come…
Why Value Investors Need "Mental Toughness"
At the end of the Super Bowl, a jubilant Tom Brady attributed the Patriot’s win to the “mental toughness” the team had demonstrated all year–which, no doubt, came in handy…
Greenblatt on Gotham's New Fund
Guru investor Joel Greenblatt—Columbia University professor and co-founder of Gotham Asset Management–has consistently made a strong case for value investing and created a series of hedge funds and mutual funds…
Is Value Investing Getting Short-Changed?
A report published last month by investment management firm Research Affiliates, LLC addresses the question of why value investing (a smart-beta strategy using value indicators such as CAPE or price-earnings…