Category Archive

Here’s a great interview at Advisor Perspectives with the value investing firm First Eagle titled – The Timeless Advantage of Value Investing. During the interview the First Eagle team was asked  – can the success of value investing persist when so many investors have been schooled in the works of … Read More

Here’s a great little webinar from value investing firm – Pzena Investment Management which discusses how trade wars create opportunities in emerging markets saying: “This is a particularly interesting time to invest in emerging markets. Global trade wars have created opportunities where companies with strong competitive positions are caught in … Read More

Here’s a great article from The Financial Times titled – Has the value investing fightback begun?, which discusses whether value investing is making a fightback as US value stocks have gained almost 10 per cent since the beginning of September. Here’s an excerpt from that article: Like an ageing, unfancied … Read More

Over the past two days we posted Part 1, and Part 2 of Morningstar’s three part series on Value Investing. Following is the final part in the series which examines the common themes linking the top value funds during the past several years. Here’s an excerpt from that article: Which … Read More

Yesterday we posted Part 1 in a three part series by Morningstar titled – Morningstar: Value Investing: A Deep Dive Into Performance. Today we look at Part 2 in which Morningstar analysts provide their opinions on why value investing has underperformed for most of the last two decades, based on what … Read More

Here’s a great article at Morningstar that does a deep dive on the underperformance of value investing over the past twenty years. The article is the first in a three part series. The second part will include Morningstar’s fund analysts providing color on what they have picked up in their … Read More

Here’s an article from Bloomberg titled – For a Strategy Left for Dead, Value Stocks Sure Do Return a Lot, which discusses the possibility that a real shift may be underway towards value investing: Ask any Wall Street wag and he’ll tell you: the time-honored strategy known as value investing is … Read More

Here’s an article from Schroders which discusses the impact of technology on traditional value investing: Disruption is a major theme in stock markets today with companies such as Amazon and Uber challenging the traditional approach to their respective industries. Such companies are an example of so-called “growth” stocks, with investors … Read More

Here’s a great podcast from Bloomberg with hosts Joe Weisenthal and Tracy Alloway discussing – why has value investing been doing so badly. One of the oldest, most basic strategies in investing is value investing, which, for lack of a better way to put it, means “buy stocks that are … Read More

Here’s a great article at Forbes discussing the recent performance of value investing saying: “However, a hundred years worth of data says value investing works. One cycle doesn’t change that.” Here’s an excerpt from that article: Many people think value investing is dead. It’s not. Style leadership rotates across cycles. Also, adjusting … Read More