A Value Manager on How Most Value Managers Are Getting It All Wrong
Odd Lots18 Feb 2021

A Value Manager on How Most Value Managers Are Getting It All Wrong

As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-valued stocks (based on metrics such as price-to-earnings or price-to-book) are quite out of favor, as fast growing names, loaded up on intangible capital, have outperformed. So is there any way to resuscitate the concept of value, or do investors just need to wait for the tides to change? On the latest Odd Lots, we speak with Rafe Resendes, a portfolio manager and co-founder of the Applied Finance Group, who argues for another way of reconceptualizing value, beyond just cheapness, in a way that works across market environments.

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Episoder(1195)

Episode 18: The Obscure Report That Spawned the ETF Industry

Episode 18: The Obscure Report That Spawned the ETF Industry

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Episode 16: Making Money When Everyone Else is Losing Theirs

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Episode 14: The World’s Only Stand-Up Economist

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Episode 13: How a Professor Won Gambling on an Obscure Sport

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1 Feb 201625min

Episode 12: How a Consultant Foresaw the 2015 Commodities Crash

Episode 12: How a Consultant Foresaw the 2015 Commodities Crash

On this episode, co-host Tracy Alloway is joined by Bloomberg Markets reporter Luke Kawa for a journey back in time. As the global elite mingle at the World Economic Forum's annual meeting in Davos, S...

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Episode 11: How David Bowie Became a Financial Product

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