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.…
Tag: Value Stocks
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.…
Examining the Arguments Against Value Investing
After a decade of struggle, the past six months have finally given value investors reasons for optimism. Although the recent outperformance pales in comparison to the underperformance over the course…
Why Value Investing has a Brighter Future
While the dominance of growth stocks has intensified during the coronavirus pandemic, an article in ETF Trends argues that the “dynamics are changing and the environment is now looking more…
Are Intangibles to Blame for Value’s Pain?
A recent CFA Institute article debates the notion that the value factor’s long stretch of poor performance is due primarily to the increase in the percentage of intangible assets as…
The Recent Rally for Value Might Not Last
Value stocks have outperformed as the economy has emerged from recession, but the question remains whether the performance “has legs.” This according to a recent article in Barron’s. The strong…
The Best Time to Invest in Value
A recent study found that the value premium emerges only after the overall market becomes either highly overvalued or deeply undervalued. This according to a recent article in Institutional Investor.…