Is value dead? Or do the enthusiasts of the Russell index family and the Fama-French Factor Model need to re-evaluate price-to-book ratio (P/B) as the primary metric used in defining value stocks? Q4 hedge fund letters, conference, scoops etc The decade ending September 2018 was the single worst decade in history [...]
We had a special Wharton reunion edition of “Behind the Markets” last week, touching on three different Wharton grads’ experiences. The first half of the show focused on managing money in India, while during the second half, a guest discussed his deep focus on technology companies, given his expertise [...]
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