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Less volatility = higher returns for value investors ? Strange but true

The second quarter 2010 letter from Pzena Investment Management tested an interesting idea and came to an surprising conclusion: ?Given the enormous market dislocations of the 2007/08 period, many market participants have contemplated ways to reduce volatility in their portfolios. Volatility, however, has always been useful to the value investor, [...]

Worth Reading – 8 April 2010

As Thomas Brown of Bankstocks.com says in Another Classic From Jamie Dimon the 2009 letter to JP Morgan shareholders is a must read. Straight talk on an American Pastime: OverPaying CEOs More links on the crisis in Greece And now comes the Greek private sector problems as savers transfer Euro [...]

By |April 8th, 2010|