Section
value investing
249 posts
False Choices, Real Costs: Structural Flaws in the Growth–Value Duality
by Omid Shakernia & Que Nguyen, Research Affiliates Key Points This article is a companion to the longer…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
We’re in Good Company
by William and Cole Smead, Smead Capital Management When you have a significant underperformance period, investors have a…
Value: That Was Then, This is Now
by Asset Allocation Team, GMO LLC At GMO, we are valuation-sensitive investors — not reflexive “value” investors. That…
Thank You Warren Buffett
by William Smead, CIO, Smead Capital Management Dear fellow investors, In light of the announcement that Warren Buffett…
The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market
As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie…
Deep spending on AI boosts the old, value economy
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Artificial intelligence has largely been a growth story,…
Bargain, Value Trap or Something in Between?
by Ben Inker and Anna Chetoukhin, GMO LLC Executive summary Over the last decade, U.S. large cap growth…
Value stocks: Why you might be underweight and unaware
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Value stocks hit some investors’ radar screens with a…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
Emphasize value as investors increasingly throw caution to the wind
by Richard Bernstein Advisors Financial plans map out a strategic course to meet an investor’s goals and cash…
Three Portfolio Takeaways Inspired by Buffett
by Brian Manby, CFA Associate, Investment Strategy, WisdomTree Key Takeaways Buffett’s growing cash reserves signal caution in an…
GMO: Don’t Miss Out
by Catherine LeGraw, Partner, Asset Allocation Team, GMO LLC A Historic Opportunity in Deep Value Why Value Now?…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
When Buffett Meets Bannister
by William Smead, CIO, Smead Capital Management Dear fellow investors, Barry Bannister, Managing Director and Chief Equity Strategist…
When Smart Money is Wrong
by William Smead, CIO, Smead Capital Management Dear fellow investors, We learned a long time ago that we…
