Section
Value Investing
21 posts
AI is taking over the value style too
Equity allocations that include a value tilt may be more exposed to AI investment cycles, cloud spending, hyperscaler capital expenditures and mega-cap technology earnings than investors believe.
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Alpha Architect's Wesley Gray: The Invisible Risks Inside Every Portfolio
Listen on The Move What if the portfolio your clients think they own is actually just an…
The Earnings Engine and the Expensive World: What Schroders' September Equity Lens Reveals
The central question Schroders poses in its September 2026 Equity Lens1 is deceptively simple: by how much should…
Diversification Circa 2026
by Bill Smead, CIO & Cole Smead, CEO, Smead Capital Management Most of the studies we’ve seen argue…
What 55 Years of Doing Nothing Teaches Investors About the S&P 500
New research from Hendrik Bessembinder shows that simply holding S&P 500 stocks without trading rivals the live index over five decades, but how you build the portfolio and which stocks you concentrate in matters enormously.
Value Stocks: The Cash-Flow Case for a Continuing Comeback
by Avi Lavi, Chief Investment Officer—Global and International Value Equities, AllianceBernstein Are value stocks finally turning the corner?…
In an Unsettled World, Value Investing Can Add a Layer of Defense
by Avi Lavi, Chief Investment Officer—Global and International Value Equities, AllianceBernstein Why have value stocks been more durable than…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
The Moat Hunters: Why AI Disruption Is a Stock-Picker's Market, Not a Bargain Bin
Kai Wu of Sparkline Capital argues the software selloff isn't a value opportunity — it's a sorting problem.
Meb Faber: Do What Warren Does, Not What He Says
Buffett's famous advice is simpler than his actual record. Meb Faber wants investors to notice the difference.
Can Value Stocks Offer Resilience to AI Disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
Permanently Higher Plateau
by Bill Smead, CIO, and Cole Smead, CEO, Smead Capital Management Now that the bloom has started coming…
Succeeding Unconventionally
by William and Cole Smead, Smead Capital Management John Maynard Keynes published his famous title The General Theory…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next