Strategists at JPMorgan prefer value stocks over growth stocks, and are optimistic that the economy will sustain positive momentum, reports an article in The Street. Though growth stocks have dipped…
Tag: Value Investing
Evidence Shows Value Has Beaten Growth For Longer Than We Thought
The value effect—the pattern of value stocks outperforming growth stocks—has been around for a lot longer than most people realize, contends an article in MarketWatch, and there is historical data…
As Value Outperforms, Einhorn Avoids Most of the Carnage
It’s no secret that David Einhorn, founder of Greenlight Capital, favors value stocks, and that approach paid off in January as Greenlight fell only 0.6% amidst market turmoil, reports Yahoo!…
A Look at Changing Factor Exposures in an Evolving Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has seen some major changes since the 2020 market bottom. It would have been very difficult to predict the massive rally we have seen…
How Long Will Value’s Moment Last?
With large value stocks beating out costlier growth stocks by the most of any 50-day period in the last 20 years, value investing is having a moment. But how long…
Value Stocks Are Better Bets Than Growth
Don’t count value stocks out as a just a short-term bet, an article in Barron’s contends. With a recent boost from the economic recovery, value stocks are looking to be…
Quant Pioneer Asness Says It’s Too Early To Gloat
Co-founder of AQR Capital Management Cliff Asness is making a comeback in his treasured value trade as the firm’s $1 billion Absolute Return fund posted its five best days in…
Michael Mauboussin on Valuation, Base Rates and Expectations Investing
Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all…
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…
Gregg Fisher, Multi-Factor Pioneer, Talks Investor Behavior, The Future Of Value, Investing In Innovation & Lessons From 20+ Years as a Quant
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…