Is value investing still relevant?

mschmit — Thu, 23 Jul 2020 04:08:42 +0000

With a rough 2020 year-to-date, value investing’s recent poor performance follows over a decade of underperformance, leaving many to ask if it’s still relevant, according to a new white paper by Mercer. Between 1927 and 2008, the average annual value premium was 5.5 per cent, but since then results have been lacklustre. In the 2010s, […]

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Digging into alpha, beta and the endowment model

mschmit — Tue, 19 Nov 2019 06:00:35 +0000

To gain alpha, institutional investors have many avenues. For large investors, the endowment model has traditionally worked well. However, it can lead to overdiversification and pose challenges for smaller investors looking to replicate the model, according to a new paper. In the endowment model, also known as the Yale model, large endowments typically outsource the […]

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Is value investing still relevant?

Digging into alpha, beta and the endowment model