While for many value investors, a low price-to-book ratio has long been synonymous with opportunity, a recent article by Bloomberg columnist Nir Kaissar argues that in recent years it has…
Tag: Value Investing
Revisiting All Things Value with Tobias Carlisle of the Acquirers Funds
This week we bring back our first repeat guest on the podcast. And we can’t think of a better person to have back than our good friend Tobias Carlisle. When…
Five Value Investing Principles that Still Stand
In a recent Robeco article, Boston Partners Senior Portfolio Manager Mark Donovan shared five foundational value investing principles that have stood the test of time, “even as these principles seem…
An Inside Look at the Contrarian Investment Strategy of David Dreman
David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman’s Kemper-Dreman High Return Fund was one of the best-performing mutual funds…
Capitalism and Value Investing
Although value investors have been “on the wrong side of exuberant financial markets for more than a decade,” both the value and growth approach are necessary in a capitalist economy.…
Value Investing Vs. Value Rotation
In a recent interview with Yahoo Finance, Applied Finance Capital Management co-founder Rafael Resendes shares his thought on his firm’s investing approach and on the current state of the value…
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven’t seen before. Fiscal stimulus has increased to levels…
Why This Value Manager Thinks Alibaba is a Bargain
A recent article in Barron’s offers excerpts from an interview with Samantha McLemore, who has worked with fund manager Bill Miller for twenty years and launched her own firm, Patient…
The Awakening of Value: The Lakonishok Strategy
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…
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…