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Commentary :: 2010

As value investors, we are intuitively contrarian. If you like to go beyond conventional market wisdom, you’ll enjoy Federated Clover’s “Like it is” articles.

Our intent is to offer thought-provoking alternatives to traditional thinking on investment and, occasionally, cultural trends. We value your opinions as well. If you’d like to comment on a viewpoint, click here to give us your feedback and/or comments.

2010     2009     2008     2007     2006      2005     2004     Archive    
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M. Jones

Research Assistance from C. Ruff

Download .pdf - 192 Kb
Why Value Works
  M. Jones
Download .pdf - 102 Kb
After the Disaster: Energy Investment Strategy Transition
 

P. Spindler & J. Cerqua

Download .pdf - 92 Kb
Insights from the Federated Clover Team
 

 

Click here for a candid look at Value Investing from our investment team.

Mike Jones, Senior Portfolio Manager, discusses how value can work despite - and because of – investor biases.

Matt Kaufler, Portfolio Manager, describes his approach to identifying value opportunities.

Steve Gutch, Senior Portfolio Manager, talks about the importance, and dangers, of cyclical stocks.

 

Banking on the Cycle
  S. Gutch
Download .pdf - 172 Kb
Seeking Consensus
  M. Jones
Download .pdf - 208 Kb
Federated Clover Investment Advisors, a division of Federated Global Investment Management Corp.
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