value investing

Value investing is one of the oldest and most intuitive styles of equity investing. Often more formally defined as an investment strategy of aiming to pick stocks that...

Alumina Limited is an example of a company whose currently depressed earnings appear more cyclical than structural and which, given recent price weakness, we believe...

The death of value investing has been greatly exaggerated. For the last few years commentators and talking heads have been wondering if the recent weak results...

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...

As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...

For months now several of Livewire's contributors have consistently warned about increasingly stretched valuations across growth and technology stocks. And it looks...

A ‘Materially’ Different Take on Infrastructure: Betting Big Behind the Scenes on Coronado Global Resources (CRN.ASX) +20% in 2 Weeks with More to Come!...

Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...

Structural headwinds COVID-19 has wreaked havoc on the global economy, adding to a growing number of headwinds which include high levels of debt, an ageing...

Value investors, value indexes and value stocks have underperformed over the last three years and in 2020. In fact, value strategies across the globe have...