For nearly two decades, top value investor and columnist John Dorfman has been tracking a purely quantitative “robot portfolio” that has beaten the S&P 500 by about 12 percentage points…
Tag: Value Investing
Top Investment Shop Focuses on Quality First, Value Second
Barron’s profiles Phil Davidson of American Century Investments, a value investor who “focuses on quality first, value second.” He joined the firm in 1993 to begin a value-based approach to…
Glassman: Four Tips for Successful Value Investing
James Glassman, author and visiting fellow with the American Enterprise Institute, offers four tips to “buy stocks low” in Kiplinger’s. He prefaces the tips by making the point that given…
Barron’s: A Rebound in Value Investing
Barron’s reports on market developments that appear to signal a shift favoring value investing after a long stretch in which growth dominated. “The market’s leadership has begun to change,” writes…
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…
AQR's Asness on Fama, Momentum Investing and More
Clifford Asness, Managing and Founding Principle of AQR, writes in his “Cliff’s Perspective” blog about Nobel Laureate and Professor Eugene Fama’s views on momentum investing. Asness is a believer in…
Historical Data Suggests Value Strategies Set Up for Big Time Comeback
John Alberg and Michael Seckler of Euclidean Technologies Management write in Advisor Perspectives that “now is a very attractive time to invest in value strategies.” They note the extensive evidence that…
Graham and Buffett Disciple Tops the Charts in 2015
Deena Friedman manages the Fidelity Select Retailing Portfolio, which has the highest 2015 return among mutual funds. With a return of over 18%, Barron’s notes that her “stock-picking easily outperformed…
Re-defining Value
The value premium may seem to have disappeared. Since 1926, cheaper stocks have outperformed expensive ones by 400% according to data from Normura (see graph below). Since February 2007, however,…
Value Portfolio, Meet Big Mo'
Much like a shot of nutrient-rich wheatgrass can add a “power boost” to your morning smoothie, a shot of momentum can add a big boost to your value investing portfolio,…