Professor Korok Ray won the 2014 Brandes Institute Prize, awarded to an academic for compelling research in the fields of value investing and/or behavioral finance. Ray's winning entry will be published in The Journal of Investing. Here, Ray shares his insights in an exclusive discussion with...

In early April 2016, the Brandes Institute hosted a Value Thought Leadership Summit in New York. The program featured a panel discussion on value investing that included:-Michael van Biema (Founder and Managing Principal, van Biema Value Partners)-Charles Brandes (Founder and Chairman, Brandes...

In this updated "Value vs. Glamour" study, the Brandes Institute set out to further explore the historical performance of stocks based on their fundamental characteristics. Consistent with the work of noted academics, our results showed that over the long term, unpopular value stocks...

In the research report, "The Next Big Thing Could Be Really Small: An Introduction to Global Micro-Cap Stocks," the Brandes Institute and Metis Global Partners explored the unique characteristics of global micro-cap (GMC) stocks and why they represent a compelling asset class for institutional...

In the United States and in several other wealthy countries, the demographic and financial problems facing retirees are (finally) getting attention as the costs grow so large that they clearly will impact every member of society through tax hikes, cuts in services or both. Long-term solutions at...

During the last two decades of the twentieth century, the investing world saw declining dividend and bond yields, with prices generally moving higher for both equities and bonds over the period. In the early years of this century, investors seemed to belittle the importance of income as a...

At first glance, exchange-traded funds (ETFs) may seem like ideal investments. Benefits including low cost, flexibility and tax advantages make them viable choices for many investors and have helped assets in ETFs grow substantially in the past 10 years. While some ETFs could be suitable...

In previous versions of our Value vs. Glamour study we have explored the historical performance of stocks based on their fundamental characteristics and quantified a value premium. Results have shown that over the long term, unpopular “value” stocks, those that are associated with companies...

InvestorLit is a subscription service providing reviews of institutional investment literature. The reviews cover a wide range of investment topics and are published online. Bruce Grantier, founder of InvestorLit, is a member of the Brandes Institute Advisory Board. Members of the InvestorLit...