Skip to content
Validea's Guru Investor Blog

Tag: Ehren Stanhope

A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
36 mins ago
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying…

Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope
1 year ago
Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope

In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope about his excellent research paper “The Great Inflation, Factors, and Stock Returns.” We discuss the history of inflation and…

Recent Posts
March 23, 2023
A Deep Dive into Custom and Direct Indexing...
March 22, 2023
The Most Important Investing Lesson: Ben Carlson
March 22, 2023
Investing Shorts: The Importance of Human Capital
March 20, 2023
Echo Bubbles Resound Through The Market
March 20, 2023
How To Time Buying & Selling Just Right
March 20, 2023
Learning From Buffett’s Mistakes
Recent Original Research
March 8, 2023
The Surprising Investment Factor That Defies the Risk-Return...
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your...
February 22, 2023
A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great...
February 15, 2023
Unlocking the Market’s Mood: Tools for Measuring Stock...
By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build quantitative investment strategies. That conversation, along with...
February 8, 2023
Where Valuations Stand After the Market’s Strong Start...
By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with decent earnings so far have provided fuel...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved