The Value Plus Strategy was down 0.10% in the fourth quarter, compared with the 3.26% gain for the Russell 2000® Value Index.

Monday’s recovery of prices of technology stocks may have caused some sighs of relief, but the S&P 500 remains highly concentrated. This means that, if you have money in an S&P 500 index fund, you ...

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equity ...

Ariel Investments, an investment management company, released its “Ariel Small Cap Concentrated Value Strategy” third-quarter 2025 investor letter. US equities continued their rally in the third ...

Explore currency overlay strategies that separate currency risk from asset management, helping investors mitigate risks and ...

Rather than focusing on low multiples to earnings, value-stock selection should include quality factors supporting long-term growth, according to Warren Koontz of Jennison Associates These are three ...