Making Friends With Bear Markets

If you are trying to avoid the next bear market, Validea CEO John P. Reese has some advice: Stop trying to avoid the next bear market. In a piece for Forbes.com, Reese cites a recent column from Mark Hulbert, who monitors the performance of hundreds of investment advisors through his Hulbert Financial Digest. Hulbert says […]

Graham and Buffett Disciple Tops the Charts in 2015

Deena Friedman manages the Fidelity Select Retailing Portfolio, which has the highest 2015 return among mutual funds. With a return of over 18%, Barron’s notes that her “stock-picking easily outperformed comparable index-driven strategies,” given the 10.4% average return of ETFs investing in consumer discretionary shares. Friedman is a classic value investor, following Graham and Buffett, […]

Fidelity PM Learns from Value Greats like Buffett, Graham and Klarman

Chuck Myers, who heads the Fidelity Small Cap Discovery Fund, shared some of the lessons he has learned as a value investor at the recent CFA Institute Equity and Valuation Conference. As reported in Enterprising Investor, these include: “Learn from the best, but think independently.” Myers cites some of the best known investors, and those […]

Apple vs. Google, and Other Market “Playoff” Matchups

With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses, including Apple, Coca-Cola, and Google. In a column for Forbes.com, Reese looks at how four pairs of market rivals stack up against each other. The […]

When It Comes To Growth Or Value, Have Your Cake And Eat It Too

It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion. “When it comes to investing’s great ‘either/or’ – that is, the growth or value debate – you can have your cake and eat it, too,” […]

Would Lynch, Buffett, and Graham Like Apple, Facebook, and GE?

How do Apple, Facebook, Berkshire Hathaway, and other market giants stack up against the strategies used by history’s greatest investors? In his latest column for Forbes.com, Validea CEO John P. Reese takes a look at how 10 market titans fare, and the results might surprise you. Reese notes that, historically, small stocks have beaten large […]

Contrasting Buffett’s New & Old Value Investing Styles — Cigar Butt vs. High Quality.

Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and new Buffett approaches are types of value investing but they differ in key ways.  The early-career Buffet followed the advice of his professor and the […]

Contrasting Buffett’s New & Old Value Investing Styles — Cigar Butt vs. High Quality.

Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and new Buffett approaches are types of value investing but they differ in key ways.  The early-career Buffet followed the advice of his professor and the […]