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
Rob Arnott: Right Now You Want To Be A Value Investor Before The Train Leaves The Station
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
Rob Arnott: How To Succeed As A Contrarian Value Investor
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
Rob Arnott – Links Between U.S. Stock Returns And U.S. Presidents Are Bogus
A new report released by Rob Arnott and the team at Research Affiliates shows that investors should exercise extreme caution when interpreting historical investment data as it relates to politics. Here’s an except from that report: Our results underscore the importance of exercising caution when interpreting historical investment data, including … Read More
Rob Arnott: How “Smart Beta” Investing Can Become Dumb Investing
One investor and writer that we follow closely here at The Acquirer’s Multiple is Rob Arnott. Arnott is the founder and chairman of Research Affiliates. He’s also the portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds and the PIMCO RAE™ suite of funds. … Read More