The recent comeback of value stocks has been bolstered by rising interest rates and inflation concerns, but growth could re-emerge as a dominant force “as the easy money in small-cap…
Tag: Value Stocks
The Valuation Gap Between Growth and Value, and How to Play It
A recent article in Barron’s reports that downtrodden value stocks are “finally winning” and the “comeback seems for real.” The wide valuation spread between growth and value, along with the…
What Has Really Driven the Rebound in Value Stocks? (Ep. 77)
There is a popular narrative out there that value investing is back. And it makes sense given the huge run that many value funds have had off the market bottom.…
This Group Likes Accelerating Inflation
In a recent MarketWatch article, contributor Mark Hulbert asserts that while most investors don’t like rising inflation, value investors are an exception. Value investors, Hulbert argues, “are keenly aware that…
Value Investing is Back! Or is it?
By Jack Forehand (@PracticalQuant) — Those of us who run value strategies have had more reason to celebrate in the past 9 months than we had in the prior decade…
Validea's Justin Carbonneau on Money Life with Chuck Jaffe
On February 10th, 2021, Validea’s Justin Carbonneau appeared on Money Life with Chuck Jaffe. Justin and Chuck discuss: The strength in the overall market and the improved market breadth vs.…
Vanguard Expects Value Stocks to Emerge from Coma
In its 2021 outlook, index fund “powerhouse” Vanguard Group predicted that “the end of the value coma is coming,” according to a recent article in MarketWatch. The group wrote, “Our…
How to Find Value in the Stock Market in 2021
A recent Forbes article offers insights from an interview with M&R Capital Management CEO John Maloney regarding the current market outlook and where investors might find value. Here are some…
What’s Behind the Losing Streak for Value Investors?
In the first of a three-part series for The Washington Post, Bloomberg columnist Nir Kaissar discusses the recent, abysmal performance of value investing strategies. Here are some takeaways from the…
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67)
There are many misconceptions about private equity. Most investors see it as a domain where high net worth investors and institutions earn returns that can’t be achieved via public markets.…