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Seeking Alpha
According to many market commentators, value investing doesn’t work the way it used to and some tout statistics that growth has outperformed value over the last decade. How do you rebut that view? There are two answers to that question. The first answer is within the bounds of your “growth” and “value” constructs, wherein you take a valuation metric, let’s say price-to-earnings and divide the market into two halves. The top, expensive half, defined as “growth” stocks and the bottom (cheap) half, the “value” stocks.
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Wealth Manager
Becoming a CFA charterholder is a notoriously difficult and stressful experience. Just 150,000 people around the globe can claim the right to put the three coveted letters after their name, following a course with a punishingly high failure rate of 55%.
The CFA Institute recommends a minimum of 320 hours of study per exam, with the first level alone consisting of 240 questions across two three-hour exams in a single day.
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The Philadelphia Inquirer (subscription required)
John B. Neff, 87, a plainspoken Ohio native who moved to the Philadelphia suburbs and beat the stock market for a generation, built Vanguard
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Built In Chicago
With winter finally on the way out — we hope — Chicago tech is heating up with some major fundings for the month of May. This month’s five top fundings brought in $260 million in VC funding. Tempus, one of Chicago’s fastest-growing tech unicorns, led the way with an eye-popping $200 million round. Here’s who else raised funding.
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Kiplinger
The prospect of investing in dilapidated inner-city neighborhoods or tumbleweed-ridden rural towns may not excite most investors. But a program embedded in the 2017 Tax Cuts and Jobs Act offers investors a tax incentive to do just that. As a result, a new type of fund that invests in low-income communities has popped up, and investors and institutions alike are starting to take notice.
Investment News
It may take years to determine whether investment advice reform regulations approved by the Securities and Exchange Commission this week will better protect investors from conflicted advice, but that's not stopping advisers and others from offering widely divergent opinions of them. The four-member commission in a series of 3-1 votes each part of the package, including Regulation Best Interest, which is designed to raise the broker standard above suitability by preventing brokers from placing their interests ahead of their clients' interests.
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Institutional Investor
With only so many ways that factor funds can be differentiated from one another, the asset management industry may end up being dominated by a concentrated group of highly successful firms. That’s one of many conclusions to draw from new Willis Towers Watson research released.
“There will be 10 to 15 firms that will do well with systematic,” said Roger Urwin, global head of investment content the investment advisory firm.
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Curbed Chicago
Illinois lawmakers had a long list of items on the agenda for the spring session, including legalizing recreational marijuana and a massive $45 billion capital bill for infrastructure. After years for gridlock with former Governor Bruce Rauner, a Democratic supermajority and Governor JB Pritzker were determined to show what they could accomplish.
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The Economic Times
Dhirendra Kumar writes: "Should investing be about the investor or about investments? When I look at the investment questions people ask — on the Internet and on the Value Research website — I can see both the attitudes.
Let me explain this with two examples. An investor asked a question: ‘Is it advisable to invest in mid-cap and small-cap mutual funds in the current market situation? How long will the conditions remain favourable for such funds?’"
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CFA Institute's Enterprising Investor
In the David vs. Goliath scenario, a smaller, weaker character faces down and defeats a larger and stronger opponent. Such triumphant underdog storylines abound in the realm of business: Think Netflix vs. Blockbuster, Alibaba vs. eBay in China or Amazon vs. Barnes & Noble.
For small companies, survival is much more of a struggle than for their larger, more established counterparts.
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