Section
value investing
244 posts
3 market themes likely to shape 2019
2018 has been a tough year to navigate financial markets. What’s the outlook ahead? Richard shares three market…
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...
Market Ethos: There is Value Out There
On January 1 of this year, the S&P 500 had just completed 2017 which enjoyed record operating earnings…
Value Investing Under Pressure and the Pressure to Go Passive
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders…
Value Investing Isn’t Dead Yet, Just Wounded
Value investing, which is often traced back to Ben Graham in the 1940s, is among the most influential…
Value Stocks Show Signs of Awakening
Value stocks have underperformed for years. But things may be changing. Cheaper stocks have shown signs of awakening…
Road Not Taken
by Tony Scherrer, Smead Capital Management “Two roads diverged in a wood, and I— I took the one…
Disciplined Opportunism: Templeton and Price Revisited
by Cole Smead, Smead Capital Management A few weeks ago, Barron’s magazine mentioned a book that doesn’t get…
Is it Time for Value Stocks to Shine?
by Franklin Templeton Investments Since 2008, US growth stocks (particularly in faster-growing sectors such as technology) have tended…
The Temperature of Market Leadership
by William Smead, Smead Capital Management At Smead Capital Management, we want to avoid excitement and expense in…
Smoked in 1999 or Vaped in 2018: What You Pay Buying Shares Matters
[backc url='https://advisoranalyst.com/snowball/the-win-win-potential-of-active-etfs/'] by William Smead, Smead Capital Management “Have the purchase price be so attractive that even a…
Value Investors Long Drought
by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, RichardsonGMP, Connected Wealth At what point during multi-year droughts…
The Encore (... don't wait for it)
by Tony Scherrer, Smead Capital Management “Nothing is more dangerous than an idea when it is the only…
Time for Value to Shine?
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS After the longest run of outperformance of growth…
Is It Time For Value Investing to Return to the Limelight?
In recent years, value investing has played second fiddle to growth investing. But now could the stage be…
Mr. Market Grasps the Esoteric
by William Smead, Smead Capital Management We are reminded of Ben Graham’s Mr. Market analogy. In his analogy,…
