Hedge fund guru Seth Klarman rarely talks with the media, but he recently gave an in-depth interview to Charlie Rose through the group Facing History and Ourselves. And Business Insider has provided a nice summary of the legendary value investor’s wisdom. Much of his advice focuses on the psychology of value investing. “Investing is the [...]
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Tag Archives: Value Investing
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
October 24, 2011
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Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap again, which of course, we like,” van Biema tells Forbes.com in reference to Asian stocks. “And you get a huge tail wind of growth. The [...]
Read moreWinters: “It’s a Great Time to Be a Value Investor”
September 9, 2011
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Top fund manager David Winters says it’s a “great time to be a value investor”. Winters tells Bloomberg that “I think there’s a lot to do today because people are so negative. It’s a great time to be a value investor.” One area where he’s finding a lot of value: Switzerland. Winters also talks about his [...]
Read moreTilson & Heins on Staying Disciplined
August 26, 2011
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Warren Buffett has said that investing is simple, but it’s not easy, and in their latest Kiplinger’s column, value investors Whitney Tilson and John Heins explore that subject. “In The Little Book That Beats the Market, published in 2005, star money manager Joel Greenblatt describes a ‘magic formula’ for success that ranks stocks based on [...]
Read moreWhy Bad News Can Be Good News
July 13, 2011
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Many investors run from a stock when it makes short-term negative headlines. But in this recent interview with Bloomberg about News Corp., one of his biggest holdings, top fund manager Donald Yacktman offers an interesting take on how a value investor like himself deals with short-term bad news. In the case of News Corp., for [...]
Read moreWinters Finding Value Around The Globe
September 23, 2010
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Top value manager David Winters says he sees a bright future for the world, and sees “lots of undervalued securities” right now. He also says a key, overlooked economic indicator — rail car loadings — is giving bullish signals, and discusses some stocks he’s keen on.
Read moreValue Stocks: They’re Riskier Than You Think
March 2, 2009
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This interesting Wall Street Journal article points out that value stocks, or value investing strategies, have been some of the hardest hit during this bear market and often times underperform during recessions. According to the author, “since the market peak in October 2007, an iShares exchange-traded fund designed to mimic value stocks in the S&P [...]
Read moreDreman on Why to Buy Bank Stocks, and How the Credit Crisis has Hurt Value Investors
February 26, 2009
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Showing the contrarian bent that made him one of the most successful investors of all time, David Dreman says it’s time for investors to jump into banking stocks. “They will come back at some point. It’s essential to the economy,” Dreman tells Q1 Publishing. “We need a banking system we’re confident in. We can’t work [...]
Read moreWhat Does It Mean to be a Value Investor?
January 28, 2009
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In a piece written for Forbes.com’s “Gurus’ Guide to 2009“, John Heins and Whitney Tilson do a great job in examining just what makes an investor a value investor. While value investors come in all shapes and sizes — large-cap, small-cap, activist, non-activist, U.S.-focused, foreign-focused — Heins and Tilson list 12 similarities they share. A [...]
Read moreBen Graham Portfolio at Top of The Charts
January 14, 2009
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I always find it interesting to look at the guru portfolios I run on Validea, and ask the question “what is working” now? Over the last month, in a period where the S&P is up 0.4%, 11 out of Validea’s 13 portfolios have outperformed. The best performer is my Ben Graham strategy, up 9.4%. Incidentally, [...]
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