Category Archives: Equity Investments

C. Thomas Howard Urges Practitioners to “View the Markets as They Are”

C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio. Read More

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Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios

“We are lucky enough to hear from two important luminaries if I dare not say lions, of the financial economic world over the last few decades,” introduced Gillian Tett as Robert Shiller and Jeremy Siegel squared off again. Read More

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Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

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Generating Alpha by Exploiting Market Anomalies

Net of fees, the average active investor will underperform the stock market. Yet empirical data also suggest that there are a number of market anomalies that have persisted over time, and disciplined investors can exploit them to generate outsized returns, Peter Berezin says. Read More

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Think Different, But Be Right

How do you differentiate yourself from other professional investors? Rupal J. Bhansali uses a process of elimination, screening out companies with unattractive characteristics so that an attractive opportunity set “rises to the top like cream over milk.” Read More

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Value Investors Fighting the Urge to Herd

The most successful fund managers are contrarians — those who zig when the market zags. Read More

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Charles de Vaulx: Seeking Value in an Overpriced World

Charles de Vaulx, CIO of International Value Advisers (IVA), subscribes to the classic value investing principles practiced by Benjamin Graham and his disciples, including Walter Schloss and Warren Buffett. But he is hardly a clone. Read More

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For Investors in India, Reform Equals Opportunity

Punita Kumar-Sinha, CFA, expects Indian stocks, up nearly 20% over the past year, to move even higher. Read More

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Wider than Milliseconds: Identifying a Margin of Safety

Value investors focus their analysis on putting information in context, an approach that can take longer, but is less reliant on the fastest execution of an algorithm. Read More

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Putting a Price on Innovation: Measuring a Firm’s Ability to Adapt

When important qualities like innovation and culture are hard to measure, where can analysts find answers for challenging valuation questions? Read More

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