Topic
Value Investing
The unfashionable end of investing in a market dominated by growth. These articles cover the framework and the UK ETFs that capture it.
Value investing has had a long, difficult decade. Growth has crushed value across most rolling periods since 2010, and most younger investors have never seen a sustained value rotation. The academic research still says the value premium exists over multi-decade horizons. The behavioural research says most investors won't sit through the periods when it isn't paying off, which is part of why it pays off.
These articles cover both the philosophy and the practical UK execution. The Intelligent Investor: What Still Works in 2026 covers Graham's foundational framework. How Warren Buffett Picks Stocks covers the twelve principles for the next-generation Buffett reader. Magic Formula Investing tests Joel Greenblatt's screen against the evidence. Factor-Based Investing covers the value-tilt ETFs available to UK investors.
7 articles
The Intelligent Investor: What Still Works in 2026
Graham wrote The Intelligent Investor in 1949. Most of it has aged badly. Three of the ideas inside it still decide whether you keep your money in the next bear market.
Magic Formula Investing: Does Greenblatt's Method Work?
Greenblatt's magic formula returned 30% a year on paper. Real investors running it earn a fraction of that. The reason isn't the formula. It's the one button he had to take away.
When Blue-Chip Dividend Yield Tells You to Buy
Forget analyst ratings and earnings forecasts. A blue-chip's dividend yield, plotted against its own 20-year range, tells you when it's cheap. One number, no models, no spin.
Factor-Based Investing: The UK ETFs for Value and Size
Decades of academic research say value, size, momentum and profitability beat the market. The UK ETFs that capture each one, and whether the premium survives a 0.35% fee.
Value vs Growth vs Dividend: Three Investing Approaches
Value, growth, dividend. Most investors pick a side without realising each demands a different temperament. Choose the one that fights yours and you'll sell at the worst moment.
What Is Intrinsic Value? A Guide for Long-Term Investors
Share price is what the market will pay today. Intrinsic value is what the business is actually worth. The gap between them is where every real investor makes a living.
How Warren Buffett Picks Stocks: 12 Principles
Buffett's twelve questions reject almost every listed company before he opens the accounts. The FTSE 100 thins out fast under them. Most ISA portfolios fail the first three.