There were a number of articles that caught my eye this week in the world of value investing. Take some time to have a look at them over the weekend.
Barron’s Asia recently spoke to Societe Generale regarding the trend of value investing in Asia following Donald Trump’s upset win in the 2016 US election race. Société Générale S.A. is a French multinational banking and financial services company headquartered in Paris. The company is a universal bank that has offices in 11 countries across … Read More
Just read a great article at Money Management where John Murray, Managing Director at Perennial Value, discusses the recent trend back to value investing.
Good news for value investors it seems with what looks like a return to value investing in Europe. I’ve just finished reading an article by Mike Bird at the Wall Street Journal which indicates a shift back to value investing strategies in the Eurozone.
Noah Smith at Bloomberg highlights some new research that suggests the possibility that there’s information sitting right there on corporate balance sheets and income statements, free for all the world to see, that aren’t being fully incorporated into market prices and therefore blowing a hole in the efficient market hypothesis (EMH).
Just read a great article by Ben Fischer highlighting four reasons why value might be making a comeback in 2016. Fischer is a CFA and portfolio manager, managing director and CIO of NFJ, an Allianz Global Investors company. He has 50 years of experience in portfolio management, investment analysis and … Read More
According to CNBC, if anyone knows how to make money finding value stocks, it’s Charles Brandes, a legendary investor who studied directly with Benjamin Graham, the father of value investing. According to Forbes, the founder and chairman of Brandes Investment Partners has a net worth of $1.18 billion, and he … Read More
(Image Courtesy, kurld.com) Here’s a great article by Dave Gilreath on the ABC News website regarding the problems with chasing ‘story stocks’. It’s a great reminder that if you’re a true value investor like myself, you need to learn to ignore the stock’s story and focus on its fundamentals. Dave highlights … Read More
(Image Courtesy, mobileadvertisingwatch.com) Always on the look out for the latest news on value investing, I found this piece in today’s Wall Street Journal titled, Value Investing Reigns in Emerging Markets. Lets take a look…
Value investing requires a long term time horizon involving patience and discipline. Unfortunately for advisors and fund managers, their own performance is judged on much shorter time periods. As such, these ‘agents’ face a powerful incentive to minimize short-term drawdowns relative to peers and benchmarks. Here’s a great article that … Read More