Category Archive

In his recent article in the AFR Australia, Rob Arnott explains why we may never again see a better opportunity to buy value stocks. Here’s a excerpt from the article: We believe the economic pullback and value’s retraction are temporary. Vaccines are demonstrating efficacy in reducing adverse health effects and … Read More

In his latest article titled – Did I Miss The Value Turn?, Rob Arnott and associates discuss whether the recent value rebound, cresting in May, is over or is the start of a bigger rebound. Here’s an excerpt from the article: All indications are that 10 years from now Covid-19 … Read More

In his recent interview on WealthTrack, Rob Arnott discussed the courage needed to invest in value stocks. Here’s an excerpt from the interview: Arnott: With value investing you’re always buying companies that are out-of-favor and unloved, so that’s one element that requires courage. Chasing the most popular and beloved companies … Read More

In his latest interview on the Excess Returns Podcast, Rob Arnott explains why value is as cheap as it’s ever been, with the two exceptions of last summer and the peak of the tech bubble. Here’s an excerpt from the interview: The one argument for why value investing has fallen … Read More

In his latest interview on the Masters In Business Podcast, Rob Arnott discussed development of his ‘fundamental index’ and why “rebalancing alpha is the dominant engine in incremental returns”. Here’s an excerpt from the interview: Arnott: And so, we developed the idea of fundamental index which has become a very … Read More

In a recent panel discussion, which featured as a keynote at the Spark Disruptors Conference, Rob Arnott discussed why right now you want to be a value investor before the train leaves the station. Here’s an excerpt from the discussion: We did some analysis recently in which we showed that … Read More

Here’s a great interview with Rob Arnott on The Long View Podcast with Jeff Ptak and Christine Benz. During the interview Arnott provides some great insights into the best way to succeed as a contrarian value investor. Here’s an excerpt from the interview: Ptak: Widening out, let’s imagine I’m a novice … Read More