Practical analysis for investment professionals

Value Investing


Improving the Odds of Value Investing

So what is the value factor's key performance driver? Based on what evidence?

The Value Factor’s Pain: Are Intangibles to Blame?

Are intangibles responsible for the poor performance of the value factor?

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

Value Investing’s Neglected Tool?

Why do value investors so rarely write calls on their long positions?

GARP Investing: Golden or Garbage?

Do Growth at a Reasonable Price (GARP) strategies offer an attractive middle ground between Value and Growth?

Howard Marks, CFA: Getting the Odds on Your Side

What are two of the most important things an investor needs to do to succeed? Howard Marks, CFA, offered his perspective.

Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks?

Weekend Reads: Fireflies, Theranos, Ritholtz Recommendations

Here in the United States, it is Memorial Day weekend, the unofficial start of summer. And that means two things: summer reading lists and fireflies, Lauren Foster writes.

Best of 2017: Financial Analysts Journal, CFA Digest, and In Practice

What can we learn from downloads of CFA Institute publications in 2017? Mark Harrison, CFA, sifts through the most popular CFA Institute Financial Analysts Journal articles as well as CFA Digest and In Practice summaries to uncover a few themes.

Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.