Section
value investing
249 posts
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…
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...
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…
Alpha Creation: Long Duration
Dear fellow investors, We operate under the premise that alpha can be generated by stock selection, courage, concentration,…
Peak inflation and value stocks
by Fidelity Viewpoints Here are 3 reasons why inflation may soon slow—and value stocks could shine. Key takeaways…
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…
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…
Outlook 2022: Polar Opposites
by William Smead, Smead Capital There are three pillars of investing for us at Smead Capital Management. First,…
When Value Gets Extreme
by Abhishek Ashok, M.A., MFE, CFA® & Stephen Duench, CFA®, AGF Management Ltd. Growing concerns about central bank…
Can Fed tightening reverse the runaway inflation in 'excess elites?'
Copyright © Société Générale
Solid US Value Equities: It's All About Earnings
by James MacGregor, CIO, US Small and Mid Cap Value Equities, AllianceBernstein As we go into 2022 and…
GMO: Value vs. Growth Traps
by GMO Asset Allocation Team When Value disappoints, markets are mad. When Growth disappoints, they are merciless. Data…
Pulling The Punch Bowl
by William Smead, Smead Capital Management Dear fellow investors, Overall common stock index performance can be a very…
Aesop's Marathon
by William Smead, Smead Capital Management Dear fellow investors, Warren Buffett and Charlie Munger always refer to Aesop…
History Suggests That Stocks Won’t Like Inflation
by Lance Roberts, RIA Several articles published lately suggest that stocks perform well in higher inflation environments. That…
Value stocks: Assessing 3 key drivers
Value stocks may be positioned for another comeback based on these 3 factors. by Denise Chisholm, Director, Quantitative…
