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The value proposition for markets


The Globe and Mail
Michael Mackenzie
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“Buy stocks for less than they are worth and hold them as long as it takes for the market to appreciate how undervalued they are.” That’s the tenet that formed the investing approach of Sir John Templeton, the famed contrarian and successful bargain hunter.
It’s also the approach that delivered equity market winners in recent months on the back of the rollout of COVID-19 vaccines and upbeat expectations of a steady restoration in business activity this year. ....

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Spelman College nearing $250 million strategic funding goal


On Saturday, Dr.
Mary Schmidt Campbell, the school’s president, announced they had reached 96% of their $250 million goal and rallied supporters to continue giving toward the strategic campaign, which is scheduled to end in 2024.
In less than four years, the campaign has raised more than $240 million intended to support the college’s strategic priorities.
“We have exceeded the expectations of what the world thought we could do,” Campbell said. “We’re going to take Spelman beyond the finish line. We’re going to keep going until the end of the campaign. We’re hoping we can outdo ourselves in a mighty big way. Our trustees are continuing to open doors for us. Our alumni have taken up the cause for different projects. We’re about $30 million short on our new building, but we will get there.” ....

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The faceoff over value - VALUE INVESTING - Magazine | Asia Asset Management


An enduring investment strategy draws some brickbats but many push back
Value investing is one of the most enduring and common-sensically persuasive of all investment strategies. Nonetheless, it runs into periodic bouts of bad press. An article in
The Economist magazine in November 2020 declared that value investing was “struggling to remain relevant”, faced with issues related to the rise of hard-to-track intangible assets.
It cited the value investing principles pioneered by Benjamin Graham and promoted today by Warren Buffett. These were to look for hidden value in the form of a low price-to-book ratio, where recent profits or the book value of assets were not reflected in a commensurately high stock price. ....

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The Most Powerful Artificial Intelligence Knows Nothing About Investing. That's Perfectly Okay.

The Most Powerful Artificial Intelligence Knows Nothing About Investing. That's Perfectly Okay.
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Big gains for NJ public-worker pension investments


Credit: (AP Photo/Mark Lennihan)
File photo: The Charging Bull statue in New York’s financial district
Investment returns for New Jersey’s public-worker pension fund have been soaring in recent months, providing some promising news nearly a year after the start of the COVID-19 pandemic triggered major losses.
Preliminary figures reviewed by members of the State Investment Council during a meeting Wednesday indicated overall investment returns totaled nearly 15% for the first half of the current fiscal year.
Those returns easily topped the pension system’s assumed rate of 7.3% for long-term investment earnings.
New Jersey’s public pension system is one of the nation’s worst-funded, and strong investment earnings can help ease potential pressure on the state budget since taxpayers help fund promised retirement benefits over the long term. ....

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