Featured

How To Get Incredible Returns In Small Cap Value

Over the past 90 years, the world has changed dramatically, and so has the stock market. Investment trends and fads have come and gone, while old-world companies have collapsed, to be replaced by newer upstarts. But the one thing that hasn't changed over all these years is the outperformance of...

Why Every Investor Should Invest in Water

This might surprise you, but water is a fantastic investment. Q3 2019 hedge fund letters, conferences and more Take water utility stocks like American Water Works (AWK) and Consolidated Water Co. (CWCO), for example. In the past six months alone, their stocks have shot up 19% and 28%, respectively. Industrial water companies like Danaher Corp. (DHR) are...

The Next Deep Value Corner of The Market

In my last article I shared the strategies of three famous value investors. Each investor had one shared theme: focus on downside protection. Q3 2019 hedge fund letters, conferences and more 200degrees / Pixabay These investors knew that in order to generate outsized returns, they needed to not lose money. Not losing...

ETFs Just Shy Of $6 Trillion AUM Mark

ETFGI reports that assets invested in ETFs and ETPs listed Globally reached a new record high of US$5.96 trillion at the end of October 2019 Q3 2019 hedge fund letters, conferences and more LONDON —November 12, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs...

Black Bear Value Fund November 2019 Performance Update

Black Bear Value Fund performance update for the month of November 2019. Q3 2019 hedge fund letters, conferences and more Fund Strategy Black Bear Value Fund, LP is an opportunistic, concentrated and fundamental value investment partnership. Our partnership operates with low fees and high levels of alignment between the Investment Manager and...

Don’t Believe Your Own Press Releases

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q3 2019 hedge fund letters, conferences and more Andrys / Pixabay Click here to watch a video and learn more about Evidence Based Advisor Marketing. I like to think I’ve learned from my mistakes. I’ve made...

Mapped: The World’s Biggest Oil Discoveries Since 1868

Oil and gas discoveries excite markets and nations with the prospect of profits, tax revenues, and jobs. However, geological processes did not distribute them equally throughout the Earth’s crust and their mere presence does not guarantee a windfall for whatever nation under which they lie. Q3 2019 hedge fund letters,...

Why The Term “Value Investing” Is Redundant

Over the past ten years, value stocks have struggled to keep up with the broader market. Q3 2019 hedge fund letters, conferences and more The Russell 2000 Value Index, for example, has underperformed the S&P 500 by 57% since November 2009, excluding dividends. If you’re looking for value stocks, and exclusive access...

A Snapshot of Worldwide Wheat Exports

Agricultural production is one of the mainstays of the economy, accounting for 3% of the world’s GDP and almost 30% of global employment. One of the most widely grown crops in the world is wheat, which can be used to make products such as bread, alcohol, and baked goods....

Costs And Benefits Of ESG Investing

Responsible Investing: The Environmental, Social, and Governance (ESG) – Efficient Frontier Lasse Heje Pedersen, Shaun Fitzgibbons, and Lukasz Pomorski Working Paper A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research Insight category Q3 2019 hedge fund letters,...

Are Electric Cars Good for the Environment?

This article is Part 5 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and more Pexels / Pixabay My wife loves driving the Model 3, not for all the selfish reasons I like to drive it...

Tweedy Browne: Q3 2019 Top 10 Holdings

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of...

The average state pension is 50% underfunded

“If we pay attention to cycles, we can come out ahead. If we study past cycles, understand their origins and import, and keep alert for the next one, we don’t have to reinvent the wheel in order to understand every investment environment anew. And we have less of a...

China’s path from world’s factory to world market

The rise of the Shanghai Import Expo reflects China’s huge transformation from world producer and cheap prices to world consumer and innovator. Q3 2019 hedge fund letters, conferences and more Speaking at the second China International Import Expo (CIIE) in Shanghai, Chinese president Xi Jinping pledged China will stimulate increased imports,...

Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required


Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 11/30/2019 or after next 25 20 subscribers take advantage whichever comes first – please do not share this discount with others

 

0