Hints and tips:
...One respected value investor Ted Aronson shut down his firm AJO Partners last year after suffering what he described as the longest drought for value stocks on record....
...“The drought in value — the longest on record — is at the heart of our challenge,” Ted Aronson, AJO’s founder, wrote in his final letter to investors....
...Selections by Peter Aspden … STYLE Peter Beard , by Nejma Beard, Owen Edwards and Steven Aronson, Taschen, RRP£44.99 From a young age, photographer Beard kept illustrated diaries....
...In a letter to the Financial Times last Friday, Andrew Wilson of Claymires, Scotland, who is not a banker, said he could not see the point. The market collapse was not the fault of bankers alone....
...Now at $1bn in assets, the global and US funds incorporate the strategies of Analytic, Acadian, and Philadelphia-based Aronson+Johnson+Ortiz. There is a catch to MVPs....
...A paper by Andrew Alford at Goldman Sachs Asset Management suggests that capacity could be a problem. In other words, will the costs of shorting become unmanageable if many more people do it?...
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