Conservative investors might like this value-oriented strategy overall, particularly those who are followers of Benjamin Graham or Warren Buffett. The investment style here, which is based around ...

Value-oriented factors like price/earnings ratios account for 40% of the model's weighting; business momentum indicators such as profit margin trends make up another 40%; and signs of strong ...

A fine value-oriented option. Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis.

OAKM has had a racy start as it has outsmarted IVV and a few value-heavy peers. Read why conservative Hold rating fits OAKM ...