value investing

The downtrend in value and uptrend in growth have been unstoppable over the last three years. And while in theory, ‘the trend is your friend’, in reality, it's only...

When Hong Kong citizens took to the streets in March this year, most observers expected a short disruption to life in the city.After four months, police have fired off...

Value stocks just had their best month in nearly three years. After a very long slide downward, the Dow Jones Thematic Market Neutral Value Index abruptly jumped by...

At the start of September 2019, we saw some of the strongest signs of life from value stocks since 2016. Whilst the equity market moves themselves were small, the...

Traditional value investing typically relies on investing in average businesses that are heavily reliant on a strong economy for compounding earnings growth. Hyperion...

Farmers of seasonal crops are at the whims of the weather. Despite the work and effort put into ploughing and seeding the field, the harvest is, in the end, dependent...

For those of us who remember gathering around the warming glow of the wood-paneled cathode ray tube television to watch Sale of the Century back in ye olden days, here...

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...

Jeff Bezos is proving the sky’s no longer the limit for Amazon as they seek to launch thousands of toaster sized satellites to provide broadband to the world. Some...

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...

Whilst defining quality is no minor philosophical challenge, we are fortunate that the application of the concept of quality to investing is robust to various...