value investing

The information revolution and AI may make the greater levels of diversification advocated by Benjamin Graham increasingly relevant.

Strong earnings, rising dividends, and lithium upside – so why did Wesfarmers shares fall? We investigate what the market may be missing.

Momentum is dominating markets, but dispersion is creating "lumpy and attractive" opportunities for value investors willing to explore.

The ASX 200 has hit a record high, but a narrow rally led by banks and resources companies raises questions about its staying power.

Founder Rich Pzena and CEO Caroline Cai reflect on what they've learnt after three decades in the game.

Buffett won - but you probably won't if you blindly copy his rules. These Buffettisms could quietly destroy your portfolio.

Extreme pessimism, not hype, set up Pzena’s strongest performers. John Goetz explains why the market got these three stocks wrong.

From China’s reset to Brazil’s rise, Fisch breaks down the EM markets offering the most compelling value right now.

Katana's Romano Sala Tenna shares his highs and lows from the week and reveals two potential future winners hiding in plain sight.

No single strategy wins every season but the right mix can build resilience.