Section
Value Investing
17 posts
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.
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.
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
Why Value, Quality, and Momentum Belong Together
by Noah Beck and Que Nguyen, Research Affiliates Key Points The Research Affiliates systematic active equity investment process…
Quality = Value
by Richard Bernstein, Richard Bernstein Advisors By the end of 2025, the US equity market was narrower for…
Checking In On Value
by Thomas Shipp, Head of Equity Research, LPL Research Additional content provided by Tucker Beale, Analyst, Research. Value…
Tracking the Great Value Shift in the Global Equity Landscape
by Avi Lavi, Chief Investment Officer—Global and International Value Equities, AllianceBernstein Value stocks have bounced back with gusto outside…