Practical analysis for investment professionals

asset classes and valuation


Rupal J. Bhansali: Insist on the “And” Proposition

Rupal J. Bhansali of Ariel Investments says that contrarian value investors refuse to settle for sub-optimal compromises.

Leveraging Active Investing with Small-Cap Stocks

Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

For Better Valuations, Avoid These Five Behavioral Mistakes

Investment strategist Michael Mauboussin explains how investors could generate more accurate valuations and improve their investment decision making by avoiding common behavioral pitfalls.

Top Five Articles from November: Equity Valuations, Amazon, Palm Oil

Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.

Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 rules for equity valuations and setting price targets at the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey provides a synopsis.

There Is Value in the Value Factor

Interest in "factor investing" reached an all-time high in May, according to Google Trends. So Nicolas Rabener and his associates analyzed factor valuations using fundamental metrics and contrasted these current valuations with historical averages as a method to determine factor attractiveness.

Emerging Market Equities: Unloved and Under-Owned

“Emerging market equities [have] a history of headlines — mostly negative — and volatility,” said Devan Kaloo, head of global emerging markets equities at Aberdeen Asset Management. Yet there is reason for optimism, especially for those value investors who dive deeply into the fundamentals, which may be turning positive, Kaloo told attendees at the 70th CFA Institute Annual Conference.



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