By Vitaly Katsenelson CFA, author of The Little Book of Sideways Markets, Active Value Investing and Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. Vitaliy’s website is Contrarian Edge
With the split between the improving U.S. economy and the weakness in the rest of the world getting ever wider, even as markets rally, it’s more important than ever to position your portfolio in the right sectors. According to value investor Vitaliy Katsenelson, author of “The Little Book of Sideways Markets,” the risk facing investors is falling into “value traps” in the form of the deep cyclicals.
Voss Capital is long Nintendo, Avid and Extreme Networks despite “Software bubble”
Voss Capital's Voss Value Fund was up 19.91% for the third quarter, while the firm's Voss Value Offshore Fund was up 19.88%. Both funds are now in the green for this year after erasing the damage that was done in March. Year to date, the Voss Value Fund is up 2.41%, while the Voss Value Read More