In a recent interview at his annual Strategic Investment Conference, Oaktree Capital Management co-founder Howard Marks shared his thoughts on value and growth investing with John Mauldin (of Mauldin Economics). …
Tag: Value vs. Growth
Stimulus Activities, Consequences, and a Shift to ‘Value Investing’
A recent article in Investing.com outlines some of the consequences of the governments’ economic stimulus activities. Here is a summary of the article’s main points: “One consequence of spending too…
Value Stocks: Will 2021 Be Their Year?
Several signs point to an end of the long-term slump suffered by value stocks, according to a recent article in Kiplinger. Here are some key takeaways from the article: The…
Stifel’s Barry Banister on Value versus Growth
In a recent interview with CNBC, Stifel chief equity strategist Barry Banister shares his thoughts on the value rotation and what it means for the valuations. Here are highlights from…
The Great Value Rotation and the Strategy’s Evolution
Many market pundits and value investing advocates believe that value stocks are in line to reverse their long patch of underperformance, fueling a renewed debate about the strategy’s future that…
Nir Kaissar on the Value Rebound: When Not If
In the final installment of his three-part article series, Bloomberg columnist Nir Kaissar argues, “like any investing strategy, value disappoints occasionally and sometimes for long periods, but it will be…
Ariel’s Charlie Bobrinskoy on Value vs. Growth Outlook for 2021
In an interview with Yahoo Finance last December, Ariel Investments Vice Chairman of Investment Group Charlie Bobrinskoy discussed a variety of factors that will fuel the outperformance of value investing…
Which is Best for You, Growth or Value Investing?
A recent article in Forbesoffers insights on and comparisons of growth and value investing strategies. While a growth investing strategy “aims to buy young, early stage companies that are seeing…
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…
Bill Gross: Value Will Outpace Growth
Veteran investor and former Pimco fund manager Bill Gross says the surge in growth stock performance is tied to interest rates and, if they rise, value will be poised to…