There are plenty of investment strategies. From income/dividend investing, investing for value, growth, passive and quality investing. Some investors look purely for stocks that are undervalued, ...

We have all heard the mantra that fundamental investing is the best path to consistent, long-term equity returns. Whereas there have been extreme periods in which this has not held true, the market ...

Fundamental analysis is a method that investors use to ascertain a stock's true value. Revenue, earnings and profit margin are just a few factors that help determine intrinsic value and paint a clear ...

But unlike most quants, I run a concentrated, fundamentals-based portfolio. More than 50% of my fund is invested in only eight companies, and they're the kinds of stocks that Peter Lynch and Charlie ...

Lu Yu is a managing director and lead portfolio manager with Virtus Systematic, a division of Virtus Advisers LLC. She has portfolio management and research responsibilities for the Systematic Team.

He joined Ricky Mulvey to talk about the fundamentals of value investing. In this episode, they break down if we should even draw a line between growth and value investing, how to look for mispricings ...

It’s hard not to find a growth approach to investing appealing. Growth firms, especially in a kind economic environment, can give a portfolio the oomph it needs to meet client goals. Of course, not ...

Investment managers fill out a lot of questionnaires. Consultant research, requests for proposals, databases, client due diligence surveys — hundreds of times a year, we are invited to characterize ...