A South Korean money manager said its artificial intelligence-augmented value strategy would return 13% annually and “revive” the value factor. But a recent Bloomberg article says that value traditionalists “will…
Tag: Value Stocks
Why the Nightmare Continues for ‘Value’ Investors
New research by two professors at New York University and the University of Calgary suggests that we’re calculating “value” incorrectly, according to a recent article in MarketWatch. The researchers claim…
Excess Returns, Ep. 38: Four Reasons Value Investing Might Not be Dead Yet
Value investors have fallen on difficult times in the most recent decade. Value’s extended underperformance has led many to question whether the strategy still works or if it is broken…
Why You Should Give Value a Chance
A recent article in Forbes encourages value investors not to give up: “In fact,” it says, “this might be a really good time to reexamine your portfolio and add some…
The Value Investing Strategy in Recessions and Recoveries
A recent paper by Research Affiliates highlights parallels among six bear markets in the U.S. that were accompanied by recessions to “improve our understanding of their unique risks and opportunities.”…
Return Gap Between Value and Growth at 25-Year High
The coronavirus pandemic has only deepened the performance gap between value and growth investing, which is now at the widest point in 25 years. This according to a recent article…
The “Value” Phoenix May Rise
A recent Advisor Perspectives article argues that the value investing strategy shouldn’t be counted out just yet. “We have seen flickers of value’s reemergence,” it reports, adding, “After outperforming momentum…
Value Alive or Dead? Debate Rages Among Quants
Following value’s worst quarter of performance in a century, leading quants are “butting heads” in a hot debate over whether the strategy can survive. This according to a recent article…
Value Stocks May Outperform for These 3 Reasons
A recent article in Advisor Perspectives suggests that the “potential return opportunity in a value-oriented equity strategy might be much larger than normal today” for the following three reasons: Long-term…
How to Play a Value Stock Rebound
“If ever the time was ripe for the value trade to work, it is now.” This according to a recent article in Barron’s. The article notes that while counting on…