Section
value investing
234 posts
When Smart Money is Wrong
by William Smead, CIO, Smead Capital Management Dear fellow investors, We learned a long time ago that we…
The Forgotten Style: What Ever Happened to Value?
by James MacGregor, Cem Inal, and Richard Brink, AllianceBernstein by James MacGregor, CFA, Chief Investment OfficerāUS Small and…
Why Global Financial Markets Are in Extreme Flux
by AGF Investments' Investment Management Team, AGF Investments Members of AGF Investmentsā investment management team weigh in on…
"Dear Chairman"
by Cole Smead, Smead Capital Management Dear fellow investors, As the investors of Smead Capital Management know, we…
Searching for Bargains Among High-Quality Retailers
by Will Keenan & William Smead, Smead Capital Management Dear fellow investors, At Smead Capital Management, our low…
Does value matter anymore?
by Richard Bernstein, Richard Bernstein Advisors Valuation is the core of every economic transaction, yet equity investors seem…
Two Plus Two Still Equals Four
by William Smead, Smead Capital Management Dear fellow investors, We are contrarians and oddly crave the moments when…
Global value stocksāThe compelling case at midyear
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments There are reasons for optimism…
Tobias Carlisle: Value Investing - Simple, Not Easy
Listen on The Move In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief…
A vote for value stocks in 2024
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments At Mutual Series, we do…
Shareholder Yield Shines among Value Factors
by Matt Wagner, CFA, Associate Director, Research, WisdomTree WisdomTree pioneered fundamental weighting as a novel approach to rules-based…
Global value stocks offer potential stability in a more uncertain 2024
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Value stocks are poised to deliver solid returns…
Growth Vs. Value Investing
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck We update this post…
Big Picture: Growth Vs Value
by Abhishek Ashok, M.A., MFE, CFAĀ®, Analyst, AGF Investments Inc. The performance spread in favour of growth stocks…
Three value equity themes for the end of 2023
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Christian Correa, Chief Investment Officer of Franklin Mutual Series,…
