Section
value investing
249 posts
Answers to your 5 biggest investment concerns
by Martin Romo, equity portfolio manager, Darrell Spence, economist, Ritchie Tuazon, fixed income portfolio manager, Capital Group Markets…
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...
Incentives Pivot from Greed to Fear
by Cole Smead,, CFA, Smead Capital Management The talk of inflation today looks much like housing did in…
Did I Miss the Value Turn?
by Robert Arnott, Vitali Kalesnik, Lillian Wu, Research Affiliates Key Points After a prolonged period of underperformance, value…
The McNealy Problem
by Investors often ask our team at Smead Capital Management what we spend our time on. We believe…
Berkshire: Pinch Hit Weschler
by William Smead, Smead Capital Management We have argued for years that the biggest mistake being made by…
Dispelling Myths in the Value vs. Growth Debate
by Ben Inker, GMO LLC Executive Summary After several strong quarters for value stocks, the last few months…
Tech: Always and Forever
by William Smead, Smead Capital Management “The law of opinion refers to general precepts established by public opinion.…
Is this time different? Perspective on the growth-vs-value debate
by Ryan Pogodzinski, and Tim Halverson, Russell Investments As many investors likely have noticed from their most recent…
Value Investors Are Still Rolling Stones
by Cole Smead, Smead Capital Management Most millennials have never seen an era where value has done well.…
Smead: Good Medicine at Bargain Prices
We have been long-term owners of Amgen (AMGN), Merck (MRK) and Pfizer (PFE) among the major pharma/biotech companies.…
Goldman Sachs Chartbook: Growth vs. Value and the Shift to Alpha
by Goldman Sachs Cheap sectors compared to history look attractive as we move past peak growth Download …
The Rodney Dangerfield Housing Market: No Respect
by Cole Smead, Smead Capital Management “I don’t get no respect from anyone. Last week my house was…
MacQuarie Research: Is it The End of Value Rally?
by MacQuarie Research Key points • As inflationary expectations subsided, growth and quality regained an edge. • We…
Midyear Outlook: International markets benefiting from value shift
by Greg Fuss, portfolio manager, Andrew Suzman, equity portfolio manager, Lisa Thompson, equity portfolio manager, Capital International Asset…
Today’s Stock Market Illusions
by Cole Smead, Smead Capital Management My recent reads have been stuck in the 1960’s, including Adam Smith’s…
