value investing

Instagram has become the go to advertising platform for companies of all sizes wanting to increase brand awareness and grow sales. It is estimated advertisers will...

Investing in quality resource companies can let you leverage price gains in an underlying commodity. The challenge is that many commodities today have already had...

In the lead up to the tech wreck of the early 2000s Paul Skamvougeras was working on the dealing desk at Perpetual. The ‘value’ focused manager was struggling to keep...

With apologies to the 'Bard of Avon' for the misuse of ‘wherefore’, but the market is becoming lost in its desire to chase growth, quality and safety with little or no...

Research from GMO recently noted that value stocks have underperformed the market in 9 of the last 12 years, and by an average of 2.0% per year. This trend has...

The result of the demise of value investing and investor withdrawals has been financial erosion, stressful to us all. And there is no real indication that a quick end...

When Walter Schloss founded the funds management firm that bore his name in 1955, markets were a very different place. Schloss harnessed the power of Ben Graham's...

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

Nick Kirrage admits he was never a gifted athlete but nevertheless last year completed the ‘Marathon Des Sables’, a 254km ultra-marathon across the Sahara Desert. A...