Martin J. Whitman, the founder of Third Avenue Management, legendary investor and a pioneer value investor passed away this week at the age of 93. He leaves behind him one of the most outstanding value investing records in history as […]
Author: Rupert Hargreaves
Hidden Value Stocks Q1 Is Out – 24.5% Returns Since Inception
Hidden Value Stocks for Q1 features Old West Management and SongBird Capital – see a teaser below and you can get a free trial for the full thing here Old West Investment Management manages two LP’s and a long only […]
Interested In One Of The Market’s Most Undervalued Stocks?
Later this week, the next issue of ValueWalk’s exclusive value-focused newsletter will be released, and it’s another jam-packed issue. See 2017 Hedge Fund Letters. The issue contains a total of six value-stock ideas, all of which fly under the radar. […]
Female Led Value Fund With 25% Annual Returns Reveals Top Holdings
Over the past ten years, active investment managers have struggled to match the performance of the S&P 500, which has resulted in an exodus of investors from expensive actively managed funds towards passive products. However, one investment management firm that […]
![By W. Oelen (http://woelen.homescience.net/science/index.html) [CC BY-SA 3.0], via Wikimedia Commons](https://mk0valuewalkgcar7lmc.kinstacdn.com/wp-content/uploads/2017/06/Lithium_element-270x200.jpg)
Despite Soaring Demand, Lithium prices Could Crash In Half
At the end of 2017, Bloomberg Businessweek published an article titled ‘We’re Going to Need More Lithium,’ which outlined the challenges currently facing the global lithium industry as demand for the rare earth has surged over the past few years […]
Do Factors And Smart-Beta Investing Work Over The Long-Term?
As investors shift away from actively managed funds towards passive investments, factor investing or smart-beta investing has rapidly gained popularity as passive investors try to replicate the performance of various active strategies at a low cost. For example, investors seeking […]
Will Rising Interest Rates Lead To A Market Crash? Maybe Says BAML
Will rising interest rates result in a market crash? The answer to this question is not so easy according to a research report from Bank of America on the topic. The report, which was published earlier this week, notes that […]
Jeremy Grantham: Buy Emerging Market Equities, But Capital Econ Says Not So Fast As China Growth To Dip To 4.5%
Emerging market equities are the best place to invest for the next decade according to Jeremy Grantham, the 79-year old co-founder of GMO, the Boston-based asset-management company. In a letter to investors sent out last month Grantham told investors, “What […]
Diminishing Fixed Income Returns Spark “Mini-Tantrum”
At the end of January, Bank of America’s high-grade credit strategy team, headed by Hans Mikkelsen, claimed that inflows to high-grade bond funds and ETFs would taper and decrease 39% during 2018 to $197 billion, meaning that monthly inflows, running […]
Fannie Mae And Freddie Mac Ruling Blow To Hedge Funds
Yesterday, the US Supreme Court dealt hedge funds and other big investors a blow when it refused to revive lawsuits challenging the federal government’s capture of profits generated by Fannie Mae and Freddie Mac. This ruling leaves intact a federal […]