Section
value investing
244 posts
Value has underperformed. Time to overweight it.
Value has underperformed. Time to overweight it. If Factor Returns Are Predictable, Why Is There an Investor…
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...
BRICs, PITs, And PIGS: Go Ugly
BRICs, PITs, And PIGS: Go Ugly by Michael McGaughy, Minority Report In my research and investing I stress…
It’s Not Easy
It’s Not Easy by Expecting Value Blog I’ll start this post with a quote from Howard Marks, who…
SIA Weekly: Growth versus Value – Who's the leader?
SIA Weekly: Growth versus Value – Who's the leader? by SIACharts.com For this week’s SIA Equity Leaders Weekly,…
Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon?
Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon? by William Smead, Smead Capital Management While…
Video Didn’t Kill the Radio Star
by William Smead, Smead Capital Management The longer we are in the investment business, the more skeptical we…
Value vs. Momentum? Try Both
by Charles Sizemore Let’s go back in time 30 years. Remember those “Taste great / less filling” Miller…
Checking in on the State of Small-Cap and Value Effects
by James Picerno, The Capital Spectator In theory, small-cap and value stocks offer solid premiums over their large-cap…
Hunting for Value in European Stocks
by Charles Sizemore, Sizemore Capital Management I’ve been bullish on European stocks for the past year based on…
Howard Marks: Risk Revisited Again
by Howard Marks, Oaktree Capital In April 2014, I had good results with Dare to Be Great II,…
Frank Sinatra on the Reinvestment of Unrealized Gains
by William Smead, Smead Capital Management In the song, “That’s Life,” Frank Sinatra tells us everything we need…
Crouching Tigers, Hidden Assets
by William Smead, Smead Capital Management Our experience tells us that Crouching Tigers, while appearing contentious and dangerous,…
Competing Investment Strategies Are Difficult to Stick With or Let Go Of
by Ben Carlson, A Wealth of Common Sense One of the most difficult aspects of investing is that…
Five Good Questions for Wesley Gray, co-Author of "Quantitative Value"
After serving as a Captain in the United States Marine Corps, Dr. Wesley Gray became a finance professor…
Confidence Game
by Tom Brakke, Research Puzzle Seth Klarman once said, “You need to balance arrogance and humility . .…
