Value investing has proven to be one of the most successful investing strategies over the long term. Many of the world’s top investors, including the legendary Warren Buffett, have used the value ...

In finance, certain research papers leave an important mark, changing the course of investment theories and practices. For example, consider the 1952 introduction of Modern Portfolio Theory, ...

Value stocks have flipped the market script on their growth counterparts so far this year, with the Russell 1000 Value Index outperforming the Russell 1000 Growth Index by 11% in just three short ...

Growth index funds have charted a smoother start to 2023 than their value counterparts. Just how much smoother depends on the indexes in question. Discreet differences in index construction explain ...

As head of financial and economic research at Buckingham Wealth Partners, I have been getting lots of questions about the continuing outperformance of US large-growth stocks. It’s not surprising given ...