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…
Tag: Value Stocks
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…
The Case For Value Stocks
By Jack Forehand, CFA One of the biggest lessons I have learned in my investing career is the importance of being able to argue the other side of something I…
Rob Arnott is All in On Value
In a recent interview with CityWire, Research Affiliates chairman and founder Rob Arnott explains why value investing has suffered from the coronavirus pandemic but says it isn’t time to run…
Value Investors, Don’t Expect a “Massive” Comeback
A recent paper published by the Man Group’s quantitative investment unit (Man Numeric) suggests that while the value strategy may not be permanently broken, investors should not expect an impressive…
Seth Klarman Defends Value Investing
In a letter to clients, billionaire hedge fund manager Seth Klarman suggested that value investing will have its day in the sun once again. This according to a recent CNBC…
Ang Warns About Value
BlackRock’s managing director Andrew Ang is urging investors to be cautious in how they return to the long-underperforming value factor, according to a recent article in Institutional Investor. Although several…