At the beginning of June, the Financial Times published a damning assessment of value’s performance in 2017. The newspaper noted that the top ten performing stocks of the S&P 500, most of which are in the tech industry, accounted for almost half the S&P 500’s to-date gain of 7.7%. In contrast, the S&P 500 value index had only eked out a 2% gain for the year to . . .
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Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
Daniel Lacelle writes in this interesting piece “A country with monetary sovereignty can issue all the currency it needs” is a fallacy.
[REITs]
Q2 hedge fund letters, conference, scoops etc
Monetary sovereignty... Read More
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Activism: Perion Network Ltd (PERI) - Extraordinary Shareholders' Meeting by iolite
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Warren Buffett or the Oracle of Omaha is well known for his conservative views on finance.
Arquitos Capital With 38.8% Annualized Returns Reveals Top Picks
He likes companies that are... Read More
The Swiss-based private banking unit of HSBC Holdings plc (ADR) (NYSE:HSBC) (LON:HSBA) agreed to pay $12.5 million penalty to settle the claims of the Securities and Exchange Commission (SEC).
HSBC... Read More
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David J. Chiaverini and Richard Fellinger of BMO... Read More
The S&P 500 finished the year with a total return of 14% (11.4% price appreciation and 2.3% dividends), and investor sentiment hasn’t been this high since… the beginning of... Read More
