A Value Recovery Is Long Overdue

It’s been a long, hard slog for value stocks lately. I’d say we’re long overdue for a value recovery. But what would it take?

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Are European Value Stocks Poised for Recovery?

For the last few years, the sovereign debt crisis in Europe has caused equity investors to flee the continent. Today, that exodus has set up an attractive opportunity for value investors.

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What’s Bubbling Up? The Hidden Costs of Indexing

Investors eager for “safety” have been piling into indexed portfolios at the expense of actively managed strategies—and thus making a big, and risky, bet against deep value and for high-dividend  yielding stocks.  We think they’re pursuing just the wrong course.

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