Section
value investing
249 posts
The Passive Investing Paradox: Opportunities vs. Systemic Risks
The 2008 financial crisis is a prime example of how solutions implemented in the past can lead to significant problems in the future. This crisis was rooted in a series
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...
The Forgotten Style: What Ever Happened to Value?
by James MacGregor, Cem Inal, and Richard Brink, AllianceBernstein by James MacGregor, CFA, Chief Investment Officer—US Small and…
Why Global Financial Markets Are in Extreme Flux
by AGF Investments' Investment Management Team, AGF Investments Members of AGF Investments’ investment management team weigh in on…
"Dear Chairman"
by Cole Smead, Smead Capital Management Dear fellow investors, As the investors of Smead Capital Management know, we…
Searching for Bargains Among High-Quality Retailers
by Will Keenan & William Smead, Smead Capital Management Dear fellow investors, At Smead Capital Management, our low…
Does value matter anymore?
by Richard Bernstein, Richard Bernstein Advisors Valuation is the core of every economic transaction, yet equity investors seem…
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,…
