Value Investing Strategies
These articles are where we go beyond introducing basic concepts or general stock analysis methods.
In the strategies we explore in this part of the site, you’ll start to encounter more “hard data” and see the actual results that various systems of investment can achieve. We’ll present the results of our own testing of different ideas and approaches – valuable and unique performance information that you won’t find elsewhere – as well as the findings of other researchers.
While these studies can help to demonstrate both the advantages and the pitfalls of different aspects of value investing, as well as the type of investment returns that can be realised, please keep in mind that they are both hypothetical and portfolio-specific. We strongly encourage you to do your own careful research before embarking on a program of investment, and to remember that future performance may differ from past performance.
That being said – here are some great ideas for how to move from a conceptual appreciation of value investing to real-world application…
Contrarian investing
Explore the contrarian approach to value investing, where investors capitalize on market sentiment by going against the crowd, buying when others are selling. This article will help you understand the benefits and risks of contrarian investing and how to apply it effectively in your investment decisions.
Dividend growth investing
Learn about dividend growth investing, a strategy that emphasizes investing in companies with a history of increasing their dividends over time. This article will highlight the advantages of dividend growth investing and how it can provide a steady stream of income and long-term capital appreciation.
Exploring deep value investing
Dive into deep value investing, a strategy that seeks out deeply undervalued stocks in distressed situations. This article will show you how to identify potential turnaround candidates and manage the unique risks associated with investing in deeply discounted securities.
Growth vs. value investing
Understand the differences between growth and value investing and explore a balanced approach that combines both strategies. This article will help you strike the right balance between growth and value stocks to optimize your investment portfolio.
Value investing in emerging markets
Discover the benefits and challenges of value investing in emerging markets, and how it can help you diversify your portfolio beyond domestic stocks. This article will equip you with strategies for navigating the unique characteristics of emerging market investments.
Benefits and challenges of value investing in international markets
Learn about the advantages and complexities of value investing in international markets. This article will address currency risks, regulatory differences, and other factors to consider when investing globally.
Value investing in the healthcare sector
Explore value investing opportunities in the healthcare sector and understand the unique considerations and risks associated with investing in pharmaceuticals, biotechnology, and healthcare services companies.
Value investing in financial stocks
Understand the nuances of value investing in financial stocks, including banks and insurance companies. This article will guide you through evaluating financial institutions based on their fundamentals and risk profiles.
The role of market efficiency: Finding alpha in inefficiencies
Examine the concept of market efficiency and how value investors can exploit market inefficiencies to achieve superior returns. This article will cover behavioral finance principles and how they relate to value investing strategies.
Investing in a rising interest rate environment
Understand how to adjust your value investing approach in a rising interest rate environment to navigate changing market conditions. This article will explore the impact of interest rates on different sectors and investment strategies.
Combining value and momentum strategies
Learn about combining value and momentum strategies to create a hybrid investment approach that capitalizes on both undervalued opportunities and market trends. This article will provide insights into integrating these strategies to adapt to dynamic market conditions.
The role of social factors in stock selection
Discover how social factors, such as corporate social responsibility and ethical practices, can influence value investing decisions. This article will explore the growing importance of environmental, social, and governance (ESG) considerations in value-oriented investing.
Value investing in the energy sector
Explore value investing opportunities in the energy sector, where commodity price fluctuations pose unique challenges and opportunities. This article will guide you through analysing energy companies based on their intrinsic value and long-term sustainability.
Value investing in materials and mining sector
Understand the cyclical nature of the materials and mining sector and learn how to navigate the challenges associated with investing in these industries. This article will provide strategies to identify value in companies operating in these cyclical markets.
Socially responsible and ethical investing
Discover the principles of socially responsible and ethical investing and explore how to align your value investing strategy with your values. This article will highlight the growing demand for sustainable investing and the various approaches to incorporating ethical considerations into your investment decisions.
Investing in technology companies
Explore value investing opportunities in the technology sector while considering the balance between innovation and valuation. This article will help you assess technology companies based on their growth prospects and financial fundamentals.
Small-cap vs. large-cap stocks
Compare the advantages and challenges of value investing in small-cap and large-cap stocks. This article will guide you through evaluating the risk-return profiles of different market capitalizations to make informed investment choices.
Value investing in environmental, social, and governance (ESG) companies
Explore the intersection of value investing and environmental, social, and governance (ESG) considerations, as investors increasingly seek companies with strong ESG performance. This article will guide you through incorporating ESG factors into your value investing analysis.
The role of dividends in managing portfolio income and risk
Understand the significance of dividends in value investing and how they can contribute to stable income and risk management in your investment portfolio. This article will explore dividend-focused strategies and their importance for long-term investors.
Portfolio optimization: Minimizing risk while maximizing returns
Learn how to optimize your value investing portfolio to achieve a balance between risk and return. This article will cover diversification strategies, asset allocation, and risk management techniques to enhance your investment outcomes.
Risk management in value investing
Explore risk management strategies tailored for value investors, helping you preserve capital and weather market downturns. This article will guide you through position sizing, stop-loss orders, and other risk mitigation techniques.
The art of selling in value investing
Understand the art of selling in value investing, and learn how to recognize the right time to trim or exit positions to secure profits or limit losses. This article will provide insights into setting exit criteria and maintaining discipline in your investment approach.
Using leverage as an investor
Explore the use of leverage in value investing and the potential risks and rewards associated with borrowing to invest. This article will help you understand how to use leverage judiciously and responsibly in your value-oriented investment strategy.
Value investing in the transportation and logistics industry
Discover value investing opportunities in the transportation and logistics sector, where companies play a crucial role in the global supply chain. This article will guide you through analysing companies in this industry based on their competitive advantages and financial stability.
Value investing in biotechnology and pharmaceuticals
Explore value investing in the biotechnology and pharmaceutical sectors, where innovative companies drive advancements in healthcare. This article will help you assess the unique risks and rewards associated with investing in these dynamic industries.
Value investing in the materials and mining sector
Understand the cyclical nature of the materials and mining sector and learn how to navigate the challenges associated with investing in these industries. This article will provide strategies to identify value in companies operating in these cyclical markets.
Value investing in consumer goods and services
Discover value investing opportunities in the consumer goods and services sector, where companies cater to diverse consumer demands. This article will guide you through evaluating companies in this industry based on their brand strength and ability to adapt to changing consumer preferences.
