When it comes to emerging markets equities, it’s important to look for compounders that will create value over time, says Andrew Miller, chief investment officer for emerging markets equities at Mondrian Investment Partners Ltd. “Obviously, all of us that operate in the stock market and invest in the stock market, whether you’re a fund manager […]
Two questions seem to occupy pundits and popular media these days. One is why interest rates are negative and what this means. The other is whether value investing is dead. Answering the first question provides useful insights in dealing with the second question. Negative interest rates on government bonds are observed in Europe and Japan, […]
Since Gerald Schwartz founded Onex Corp. in 1984, both his firm and the private equity industry have come a long way, with the size of the asset class skyrocketing. “In a way, success is just standing there and having the wind at your back for 40 years,” said Schwartz at the CFA Society Toronto’s annual […]
Many institutional investors include value-oriented equity strategies in their portfolio to provide protection during declining equity markets. But not all value strategies are created equal, as many found out during the global financial crisis 10 years ago. As well, many investors expected their portfolios to perform better than the broader market, to preserve cash, but this […]
Why value investing works for university foundations.
New research shows formulaic approaches to value are missing the mark.
Earnings quality and the value premium
They can if you're a low volatility investor.
A value investor's approach to car companies.
It's not easy to separate the winners from the losers.