A recent S&P report offers deep-dive analysis into mutual fund performance over the past year versus various benchmarks, according to a Bloomberg article by columnist Barry Ritholtz. “Growth stocks are trouncing…
Tag: Value vs. Growth
Rotation from Growth to Value Might Not Be Imminent
Although some investors are making the case that “stock market leadership should be passing from excellent-but-expensive growth stocks to cheaper value stocks more tied to a strong U.S. economy,” any…
Value Versus Growth in Emerging Markets
“Emerging markets are flashing warning signs, but don’t tell that to value stocks,” writes Bloomberg columnist Nir Kaissar, who adds, “To some investors’ surprise, value stocks are holding up better…
Relative Performance of Growth vs. Value Stocks
A CFA Institute article poses the question: does the long run of growth stock outperformance suggest that value stocks must be due for an uptick? Although growth stocks have outperformed…
Value Returns Could Improve, But Nobody Can Predict When
Given today’s environment of rising interest rates and increased volatility, the market appears to be at a “crossroads,” and the value investing strategy could be poised to make a comeback,…
Value May Be Poised for Performance Over Growth
As investors are drawn to defensive investments, value stocks may make a comeback beginning this year, says one portfolio manager at Perkins Investment Management in Chicago. This according to a…
Stock Market Lessons Learned in 2017
By John Reese (@guruinvestor) — Over the past twelve months, we’ve seen the bull market continue to trudge ahead with highs in many U.S. indexes and growth in various sectors…
Undervalued Value Stocks Could Rebound
This year has seen the largest divergence between the valuations of growth and value stocks since the dot-com bubble, according to a recent article in The Wall Street Journal. This,…
Why Value Investors Need "Mental Toughness"
At the end of the Super Bowl, a jubilant Tom Brady attributed the Patriot’s win to the “mental toughness” the team had demonstrated all year–which, no doubt, came in handy…
Investing Lessons from 2016 that Ben Graham May Give a Nod To
It’s the time of year when holiday party-goers lament their seasonal overindulgences and commit to “turning over a new leaf” on January 1st— promises to hit the gym every day,…