Section
value investing
249 posts
Value Investors Long Drought
by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, RichardsonGMP, Connected Wealth At what point during multi-year droughts…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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,…
Bill Smead: The Good Shepherd Investor
by Smead Capital Management David was the King of Israel and the writer of many of the Psalms.…
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…
