Section
value investing
244 posts
4 Concentrated Factor Investing with Wesley Gray, PhD, Alpha Architect
Watch on Youtube Listen to the episode In this episode, your very own Raise Your Average crew are…
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...
Remember Value Investing?
by Eli M. Salzmann, Portfolio Manager, and David Levine, Portfolio Manager, Neuberger Berman After being ignored for 13…
Will Value Beat Growth in 2021?
by Jim Jomlin, Russell Investments It’s coming. Is it here? Perhaps. Or maybe not. But sooner or later,…
Net Present Value Bargains
by Tony Scherrer and William Smead, Smead Capital Management There appears to be a few huge statistical bargains…
Reminiscences of an eBay Operator
by Cole Smead, Smead Capital Management As our investors are aware, we relocated our company to Phoenix, AZ…
Humility Produces Alpha
by William Smead, Smead Capital Management 3Not only so, but we also glory in our sufferings, because we…
Investment Strategy Commentary: Value Stocks: Trapped or Spring-Loaded?
After a decade of underperformance by value stocks, even the biggest supporters are starting to lose faith. Should…
Value's Lifeblood is Performance Chasers
by Cole Smead, Smead Capital Management While listening to Rob Arnott on a recent Morningstar podcast, I became…
Value in the Four-Minute Mile
by Cole Smead, Smead Capital Management Due to the pandemic, there is a sense of permanence on Wall…
Value Is Dead. Long Live Value Investing
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research Value (investing) is dead. Long live value…
3 reasons why value stocks may outperform soon
by Paul Eitelman, Russell Investments At Russell Investments, we believe in holding a strategic allocation to the value…
Reports of Value's Death May Be Greatly Exaggerated
by Rob Arnott, Campbell Harvey, Vitali Kalesnik, Juhani Linnainmaa, Research Affiliates Key Points Value investing has underperformed relative…
Is Value Investing Structurally Impaired?
by Michael Aked, Research Affiliates Key Points Value investing has underperformed relative to growth investing since 2007. A…
Berkshire Hathaway: No Urgency in the Urgent Zone
by William Smead, Smead Capital Management To us, Warren Buffett is the greatest value investor of our time.…
Is Value Cheap Enough to Buy?
by Hubert Marleau, Market Economist, Palos Management Coming into the new year, I envisaged a reflation scenario buttressing…
