Value Investing

Value Investing

Why Europe’s Earnings Rebound Could Offer a Fillip for Active Value Investors

Europe Insight Markets Outlook Stocks Strategy value investing
by Dylan Ball, Executive VP, Franklin Templeton Global Equity Group European value investing is a strategy that many investors have tended to overlook in recent years. But in ...
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Bill Smead: The Rise of the Rest

Insight Markets Outlook US Stocks value investing
by William Smead, Smead Capital Management The first time I read Forbes magazine was in 1980 as a brokerage trainee in New York City. I was fascinated by ...
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Value's Lazarus Moment

Insight Markets Outlook portfolio management US Stocks value investing
by William Smead, Smead Capital Management In the Bible, Jesus arrives to help his friend Lazarus a few days after he had already died. His friends Mary and ...
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Bill Smead: Large Cap Value Farming

Insight Markets Outlook Strategy US Stocks value investing
by William Smead, Smead Capital Management Value investing is very similar to farming. A farmer needs fertile ground, well-planted seeds, unshakable patience, loads of sunshine, watering and weeding, ...
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Value Update: Where Is the Next Pocket of Opportunity?

Insight Markets Outlook Stocks Strategy US Stocks value investing
by Norman Boersma, Cindy Sweeting, Heather Arnold, and Tucker Scott, Franklin Templeton Investments Over the last 18 months we’ve seen the beginning of a rally in value stocks, ...
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The Equity Valuation Paradox

Insight Markets Outlook Strategy US Stocks value investing
The Equity Valuation Paradox by William Smead, Smead Capital Management “You May Be Right—I May Be Crazy” You May Be Right by Billy Joel Long time stock market ...
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Rob Arnott's tips for good value hunting

Insight Markets Outlook Strategy value investing
Rob Arnott’s tips for good value hunting Trading against the most extreme bets into cheap inflation protection is rewarded, though it can take time by Rob Arnott, Founder ...
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The Lost Decade for Value

Insight Markets Outlook Strategy US Stocks value investing
by Eddy Elfenbein, Crossing Wall Street It’s a well-known fact that value stocks have, over the long-term, outperformed the overall stock market. But how long is long-term? As ...
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Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead

AdvisorAnalyst TV Insight Markets Outlook Strategy US Stocks value investing
Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead April 30, 2016 – Value investing will return into favor and Berkshire Hathaway stock will make a comeback, ...
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Don't Go for the Exacta

Insight Markets Outlook Strategy value investing
Don't Go for the Exacta by Clifford Asness, Ph. D. AQR Capital Management, Inc. This issue comes up often, but recently I’ve seen more than the usual amount ...
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