Does Behavioral Investing Make Sense Anymore?
Kevin Simms (pictured) and Joseph G. Paul Value investing has faced a crisis of confidence after five tough years. Here’s why we think the behavioral investing principles that underpin the discipline are more relevant than ever.
read moreEquity Market Distortions Create Big Payback Potential
Joseph G. Paul (pictured) and Kevin Simms Even after this year’s equities rally, market imbalances created by the financial crisis in 2008 have not disappeared. When these distortions unwind, we expect deep value stocks to rapidly recover.
read moreValue Investing and the Philosopher’s Stone
Kevin Simms and Joseph G. Paul When J.K. Rowling finished her first manuscript of Harry Potter and the Philosopher’s Stone in 1995, she submitted it to 12 publishers, who all rejected the book. In time, those publishers would regret missing the chance to back an unknown author who would later take the world by storm. Like [...]
read moreFinding Value in Australian Equities
Investors in Australia have piled into defensive stocks since 2010, amid a global flight to safety. As a result, many cyclical companies are now unusually cheap, despite strong balance sheets and cash flows, and this has created a compelling opportunity.
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