David Einhorn’s Greenlight Capital hedge funds gained 8.4% in September, bringing average weighted returns for the year to 24%, the company reported. This according to a recent article in Bloomberg.…
Tag: Value Stocks
O'Shaughnessy Insights on Value's Terrible Performance
In a recent interview on the Bloomberg Markets Odd Lots podcast, O’Shaughnessy Asset Management (OSAM) co-CIO Chris Meredith talked about value’s long period of underperformance and shared some insights regarding…
The Revival of Value Stocks Could Be the 'Real Deal'
Some signs are pointing to a value-stock rotation, according to a recent article in Barron’s that says, “value stocks are acting like a tightly wound spring that has started to…
Why Return Skewness Offers Some Hope for Value Investors
By Jack Forehand, CFA (@practicalquant) It is no secret that value investing strategies have struggled for a long time now. The extended period of underperformance has tested the patience of…
Cheap Stock-Hunting Back in Favor
Value stocks have underperformed growth “in all but one year,” but saw a shift last week. This according to a recent article in The Wall Street Journal. On Monday, September…
Value Investing: Improving the Odds
The yield curve may identify periods where the value premium is more attractive, according to research published by quant firm FactorResearch. The article presents findings from a study using data…
Swedroe: Keep Believing in Warren Buffett Despite Berkshire's Underperformance
The stock market may be “crushing” Berkshire Hathaway, but that doesn’t mean Warren Buffett has lost his touch, according to a recent MarketWatch article by Larry Swedroe, chief research officer…
Asness: Hard to Say When Value Will Win Again
“There is no magic answer,” says AQR’s Cliff Asness when asked when the value strategy will make a comeback, according to a recent article in Financial Review. “A huge part…
Value Stocks or Value Traps?
A recent Morningstar article discusses the risks associated with value stocks, which are now cheaper than ever. The article cites a recent report by BlackRock that issued a “stark” warning:…
Is Any Hope for Value Investing Postponed?
The “horrible” performance of value stocks over the past twelve years begs the question of whether the strategy can still work, according to a recent article inThe Wall Street Journal.…