Tag: Value Stocks

Pzena Investment Management 1Q16 Commentary

Pzena Investment Management 1Q16 Commentary

Pzena Investment Management commentary for the first quarter ended March 31, 2016. H/T Dataroma Pzena Investment Management is well advanced in a classic value cycle defined by oversupply in energy, commodities and capital equipment. Prevailing valuations provide a good environment […]

Echoes Of 1999: The Tech Bubble And The “Asian Flu”

Echoes Of 1999: The Tech Bubble And The “Asian Flu”

Echoes Of 1999: The Tech Bubble And The “Asian Flu” by Rob Arnott, Research Affiliates Key Points Conditions now parallel the late 1990s as inflation expectations plunge, emerging market currencies tumble, relative valuations of emerging markets versus U.S. stocks and […]

Fundstrat: Time To Buy Value And Low-Quality

Fundstrat: Time To Buy Value And Low-Quality

Fundstrat: Time To Buy Value And Low-Quality It would appear as if most investors are positioned for strong USD and overweight momentum and high-quality, but the prevailing market environment suggests that investors should buy value, not quality if they want […]