Is the Low Vol equity bubble bursting? That’s the question Barclay’s European Equity Strategy team, headed by Dennis Jose asks in an equity research note published at the beginning of last week.
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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
We're not the only ones stunned by U.S. Senator Bob Corker's call on Wednesday for investors to "short" shares of Fannie Mae and Freddie Mac.
Yesterday, Bethany McLean, Vanity Fair Contributing... Read More
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Compass Minerals (CMP) has increased its dividend every year since going public in 2003 and boasts an operating history dating back to 1844. Its businesses are simple to understand,... Read More
The valuation gap between A shares and H shares is expected to dwindle, though the two share classes still won't be fungible, notes a Credit Suisse analyst.
Victor Lin of... Read More
With growth again the focus of hedge fund managers, they can achieve their goals through developing sensible new products, strategic investment in technology, people and infrastructure, notes a recent... Read More
U.S. VC Activity 1Q16 Report - A Continuation Of The Cooling? by PitchBook
A continuation of the cooling? - Introduction
How quickly sentiment changes. In January, during the writing of the... Read More
Indeed, it is a short-time frame to measure success, but the results are still pretty damning.
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Get the entire 10-part series on Timeless Reading... Read More
Chuck Royce and Francis Gannon discuss the recent regime shift in the market and what types of small-cap industrials look attractive to them.
Q3 2019 hedge fund letters, conferences and... Read More
Global economic risk is being mis-priced and the odd move in the oil market defies math, Paul Singer pointed out in a panel discussion in Davos recently.
Looking at record... Read More
