At the beginning of June, the Financial Times published a damning assessment of value’s performance in 2017. The newspaper noted that the top ten performing stocks of the S&P 500, most of which are in the tech industry, accounted for […]
Tag: value investing
ESG Value Investing With Parnassus Investments
Environmental, social and governance investing, or ESG for short, is rapidly gaining traction among investors who want to make money, but at the same time be sure that the companies they invest with are responsible corporate citizens. Following such a […]
Downward Growth Revisions Show Growth Stocks’ Weakness
This time last year, it looked as if value was making a comeback after several years of underperformance. From January to mid-September 2016, the iShares Russell 1000 Value Index outperformed its growth counterpart by 3% and went on to finish […]
Is Value Investing Past Its Prime?
Value stocks have underperformed most other styles of investing, as well as the broad market, by a wide margin since the beginning of 2015. We see several reasons why, which point to the catalysts for a potential recovery; we do […]
Seth Klarman Cash Return: Time To Sell?
Betting that the markets never revert to historical norms, that we are in a new era of higher securities prices and lower returns, involves the risk of significant capital impairment. Betting that prices will fall at some point involves opportunity […]
Gator Capital On Alpha In Financials
Florida based Gator Capital Management is one of the most overlooked investment firms in the US. Managed by Derek Pilecki, the firm has returned a net annualized 24.9% since inception, (mid-2008) vs. 9.9% for the S&P 500 by focusing on financials during […]
Li Lu: You Must Know Your Business Inside Out
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” — Benjamin Graham One of the biggest mistakes investors can make is not understanding the business […]
Seth Klarman: A Long-Term View Is Key
Investing is a long-term process. Trying to make a quick buck in the market is possible, but it’s hard work and difficult to achieve multiple successes. Having a long-term outlook is critical to successful investing. Building a business takes years, […]
Benjamin Graham On Investment vs Speculation
Between September 1946 to February 1947, Benjamin Graham gave a series of lectures at the New York Institute of Finance. The transcripts of these lectures were recorded in full and were published in the book, The Rediscovered Benjamin Graham: Selected […]
Seth Klarman: Finding Your Investing Edge
You won’t be a successful investor if you don’t have an investing edge. You won’t beat the market if you don’t have a strategy that differs from other market participants, you’ll either match the market’s return or even worse, underperform. […]
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Value Investing Having Its Worst Run Since The Financial Crisis – WSJ
If you’re wondering why your value investing strategy is under-performing you’ll be interested in this interview by Charlie Turner at Your Money Matters and The Wall Street Journal’s Steve Russolillo regarding the current under-performance of value investing. Also read: Q2/H1 […]
