Section
value investing
244 posts
Does value matter anymore?
by Richard Bernstein, Richard Bernstein Advisors Valuation is the core of every economic transaction, yet equity investors seem…
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...
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 stocks—The 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, CFA®, 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,…
3 surprising investing ideas to consider now
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments This Fidelity strategist shares where she sees potential.…
Deep Value Moments
by William Smead, Smead Capital Management Dear fellow investors, One month ago, I was privileged to speak at…
Value Does Just Fine in Recessions
by Ben Inker, GMO Executive Summary A core concern for investors contemplating taking advantage of the incredible cheapness…
The Game Has Changed – What About You?
Listen on The Move In this episode, Cole Smead, CEO & Portfolio Manager at Smead Capital Management, which…
The seesaw becomes extreme
by Richard Bernstein Advisors We’ve described the past several years’ stock market as a seesaw in which the…
