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
Trading Value - Pursuit of Best Execution and Innovation
This edition of the Brandes Quarterly Commentary offers an inside look at our trading team, and how its commitment to efficient,... Read More
Value Investing
2016 is expected to be the year of the value investor as interest rates begin to tick higher, and growth as a strategy deflates.
See:
FANGs Set To Underperform... Read More
Throughout 2018, the firm’s first year of operations, Lightsail Capital’s flagship investment fund, Lighsail Partners, outperformed its benchmarks, the S&P 500 and Russell 2000 by 14.3% and 22.1% respectively... Read More
Drug Shortages, Price Gouging, and Our Broken Health Care System
The shaming campaign that followed last week’s news of two generic drug prices somersaulting into the stratosphere after being acquired... Read More
Calmer C's Ahead? China, Commodities And Central Banks Dominate The Global Outlook by Joachim Fels, Andrew Balls - PIMCO
Navigating an environment of tepid nominal growth and near-zero or negative... Read More
A interview with value investor and Columbia University Graduate School of Business professor, Joel Greenblatt. In this interview Joel discusses how small investors can beat professional fund managers using... Read More
A new report form Deutsche Bank AG (ETR:DBK) (FRA:DBK) (NYSE:DB) takes a look at one of the worst environments that major U.S. banks might have to deal with in... Read More
BTG Pactual, one of Latin America’s biggest investment banks, plunged over 20% after Andre Esteves, the CEO and controlling shareholder, was arrested in the corruption probe that has shaken... Read More
Fairholme Capital Management filed its 13-F with the SEC today. The document, which deals with the company's long holdings at the end of the third quarter, shows that its... Read More
Mastercard Inc (NYSE:MA) announced Tuesday that it had doubled its quarterly dividend to 60 cents. This move was coupled with the approval of a $2 billion stock buyback program.... Read More
