Browsing Category
value investing
225 posts
The Turn In Value Is Just Getting Started
by Asset Allocation Team, GMO LLC We Believe Value Remains Priced for Continued Outperformance Over the past decade…
April 18, 2022
Buffett’s ROE Game: Coke in ’88 and OXY in ‘22
by Cole Smead, Smead Capital Management The news of Berkshire Hathaway’s purchases in Occidental Petroleum (OXY) has been…
April 6, 2022
Taking stock: Q2 2022 equity market outlook
by Tony DeSpirito, BlackRock Fundamental Active Equity Investment Team, Blackrock Seeking resilience. 2022 started with rising interest rates,…
March 31, 2022
Accomplishment Perceived Against the Odds
by Cole Smead, Smead Capital Management Dear fellow investors, In an upcoming episode of A Book With Legs…
March 24, 2022
Value Can Potentially Outperform Even if Growth Slows
by Eli M. Salzmann, Senior Portfolio Manager & David Levine, Portfolio Manager, Neuberger Berman We believe value is…
March 13, 2022
Kim Shannon: The Return of Value, Inflation, & Canadian Equities
Listen on The Move Kim Shannon, Founder & Co-CIO, Sionna Investment Managers, joins us on Raise Your…
March 8, 2022
Tombstone of High Returns is High Volatility
by Cole Smead, Smead Capital Management Dear fellow investors, A couple of weeks ago, we gave a presentation…
February 28, 2022
Alpha Creation: Long Duration
Dear fellow investors, We operate under the premise that alpha can be generated by stock selection, courage, concentration,…
February 23, 2022
Peak inflation and value stocks
by Fidelity Viewpoints Here are 3 reasons why inflation may soon slow—and value stocks could shine. Key takeaways…
February 10, 2022
The middle ground between growth and value
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock Blackrock Managing Director and Portfolio Manager, Russ Koesterich suggests rather…
February 5, 2022
Kim Shannon: Inflation, Value Investing & Canada Now
Kim Shannon, CFA, Founder & Co-CIO, Sionna Investment Managers joined us for deep dive of a fireside chat…
January 27, 2022
Outlook 2022: Polar Opposites
by William Smead, Smead Capital There are three pillars of investing for us at Smead Capital Management. First,…
January 21, 2022
When Value Gets Extreme
by Abhishek Ashok, M.A., MFE, CFA® & Stephen Duench, CFA®, AGF Management Ltd. Growing concerns about central bank…
January 19, 2022
Can Fed tightening reverse the runaway inflation in 'excess elites?'
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January 18, 2022