Market predictions alone are useless – what matters is the rationale behind the argument.
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
Chief Investment Strategist Dave Lafferty shares his views on recent market volatility and what investors might be able to expect moving forward.