Section
value investing
244 posts
Bill Smead: The Good Shepherd Investor
by Smead Capital Management David was the King of Israel and the writer of many of the Psalms.…
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...
Is Good Health Worth the Cost?
by William Smead, Smead Capital Management “The future is never clear, and you pay a very high price…
Betting Against the Flows
by Tony Scherrer, Smead Capital Management Know what you own, and know why you own it.” – Peter…
Bill Smead: Minority Report
by William Smead, Smead Capital Management “Investing is the only sphere of life where victory, security and success…
Value Investing's Dark Hour
by William Smead, Smead Capital Management Is the underperformance by most large-cap value investing strategies in this lengthy…
Risk is Not High Math
by William Smead, Smead Capital Management Long term success in common stock ownership is much more about patience…
Bill Smead: Investing Like the Mafia
by William Smead, Smead Capital Management As famed market strategist Richard Bernstein has pointed out, investors should pattern…
Active vs Passive: When, Where and Why to be Which
Active vs Passive: When, Where and Why to be Which by Craig Basinger, Chris Kerlow, Derek Benedet, Shane…
Why Europe’s Earnings Rebound Could Offer a Fillip for Active Value Investors
by Dylan Ball, Executive VP, Franklin Templeton Global Equity Group European value investing is a strategy that many…
Bill Smead: The Rise of the Rest
by William Smead, Smead Capital Management The first time I read Forbes magazine was in 1980 as a…
Buying Value in a Good Ol’ Bull Market
by Smead Capital Management Many well-regarded experts have weighed in on the length and the pricing of common…
Energy and financials: The value within value
by Russ Koesterich, Chief Investment Strategist, Blackrock Investments Value stocks have started to show signs of life. Russ…
Value's Lazarus Moment
by William Smead, Smead Capital Management In the Bible, Jesus arrives to help his friend Lazarus a few…
Update on Growth and Value Stocks
by Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS Growth stock valuations appear rich; its run may…
Bill Smead: Large Cap Value Farming
by William Smead, Smead Capital Management Value investing is very similar to farming. A farmer needs fertile ground,…
