Value Investing using Index Products (Mutual Funds or ETFs) A great deal of investing today is done on a passive basis. Pooled investment vehicles (mutual funds) or ETFs are designed to follow and track an index which is based on
The Value of Value Investing: Long Term Returns
Why should you consider being a value investor? Over the long-term, value investing has performed very well – generating higher compound annual returns other strategies. These long-term returns are typically based on formulaic strategies that classify securities into Value and
Its Value + Growth not Value versus Growth
Its Value + Growth not Value versus Growth Most pundits (and index creators) talk about value investing in contrast to growth investing and view value investing as investments in stocks selling at low prices relative to some underlying fundamental measure
Active Versus Passive Investment Management
Active Versus Passive Investment Management Quite often I pick up popular financial publications reporting the results of another study showing that active investment management does not work. Unfortunately, many of these studies state conclusions that are much stronger than the
2021 Market Performance and Outlook
2021 was a strong year for the stock market as a whole. It was also a good year for investors with diversified asset allocations which match their risk tolerance. At the extreme if you invested solely in the Standard and
Investment Diversification: How many eggs and how many baskets?
I am sure you have all heard the phrase “do not put all your eggs in one basket!” Diversification is a core concept for building wealth for the future – whether you have a short-term or long-term horizon. If you
A Disciplined Investment Process
A great deal of research shows that mutual funds outperform the accounts of investors who are investing in those mutual funds.[1] This is due to the timing of investors’ decisions. Investors are human and subject to emotional decisions, often investing
Welcome!
Hello. After 15 years serving in not-for-profit leadership positions at CFA Institute (Managing Director of Education globally for the organization that administers the premier investment certification globally) and AACSB International (CEO of the primary global accreditor of business schools), I