Atlantic Investment Management founder Alexander Roepers thinks things are about to change for value investors, according to a recent article in Institutional Investor. In a report published last month on…
Tag: Value Stocks
Roger Ibbotson on the Price of Popularity
People tend to pay more for brand name consumer products than generics–and stocks are no different, says Yale professor Roger Ibbotson. This according to an article in CFA Institute. “Popular…
Bernstein Sees Buy Signals for Value Stocks
For the “quantitative whizzes” at Sanford Bernstein, the chasm that exists between the valuations of the cheapest and most expensive stocks around the world—which has now reached levels “rarely seen…
Is the Art of Stock Picking Making a Comeback?
A recent article in the Financial Times reports that, since the fourth quarter of 2018, “value has outperformed growth by more than 2 percentage points” which may be signaling a…
The Case Against Value Stocks
By Jack Forehand (@practicalquant) — Confirmation bias is one of the biggest problems in investing. We all have a set of core beliefs, and we tend to surround ourselves with people…
The Awakening of Value Stocks
The tide might be turning for value stocks, according to an article in Advisor Perspectives. “Cheaper stocks have shown signs of awakening recently, and several market forces could tip the…
When Hypothetical Becomes Real
By Jack Forehand (@practicalquant) — The day you begin to follow a new investment strategy is typically a day of optimism. You have done your research, you have looked at the…
When Your Experience Fails You
By Jack Forehand (@practicalquant) — Because it’s easier, we’re inclined to use our recent experience as the baseline for what will happen in the future. In many situations, this bias works…
Hulbert: Is the Traditional Method for Measuring Value Stocks Wrong?
In an article for The Wall Street Journal, columnist Mark Hulbert addresses what he describes as the “urgent” question of whether value investing or dead or merely suffering from an…
Quant Investor Cliff Asness Defends Factor-Based Strategies
Prompted by a lackluster performance year, AQR Capital Management founder Cliff Asness wrote a 23-page essay defending his factor-based investing strategies according to a recent Bloomberg article that features an…