Tags Value

value

The Search for Bargains in Value Investingvideo

The Search for Bargains In Value Investing

I’ve been watching financial markets — in one way or another — for a long time. It’s hard to believe, but I’m now almost two decades into my career. That tenure provides enough experience...
Look Beneath the Surface to Understand Growth Versus Value Performance

Look Beneath the Surface to Understand Growth Versus Value Performance

Podcast Value stocks have dramatically underperformed growth stocks over the last 10 years. Over this stretch, which includes its peak prior to the financial crisis in October 2007, the Russell 3000® Growth Index outperformed the...
Small Caps: Finding Opportunities in Divergence

Small Caps: Finding Opportunities in Divergence

The relative performance of small-cap growth and value stocks has been cyclical over time, but small-cap growth companies have more recently grabbed the headlines—and the returns. Year to date as of July 31, the...
Opportunities in Value Investing

Opportunities in Value Investing

Regular blog readers might remember that my outlook from last quarter highlighted two industries: energy and healthcare. And guess what? They’re still on my radar three months later. That’s because the value arena is...
Will Small Cap Value Outperform Growth in 2017?

Will Small Cap Value Outperform Growth in 2017?

The beginning of a new quarter brings with it the inevitable request for a discipline-specific outlook. That’s especially true at the beginning of a new year. As you’ve seen in videos published in the...
Risks and Rewards in Value for 2017

Risks and Rewards in Value for 2017

Risks and rewards. In the value arena, these are the two Rs that my team’s world revolves around. Investing is never without risk, but our job is to identify opportunities that have a high...
Thinking Outside the Brick and Mortar with Retail Investments

Thinking Outside the Brick and Mortar with Retail Investments

The holiday shopping season is usually the most wonderful time of the year for retailers. Over the past few years, however, it’s brought attention to the mounting pressures traditional retailers face on their business...