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Recommended Reading

 It's pouring rain outside as I sit here and listen to the thunder and the occasional wail of sirens passing by... what better time for my first post! To introduce myself; I am a 25 year old student of value investing and, while I will surely get older and more knowledgeable, I will also always remain a student of this investment philosophy. Having been only formally introduced to value investing within the past year, at MBA school, I am already a devout follower in and believer of the philosophy. During the past year I have read countless journal articles and research papers on value investing - I have even valued a company or two (quite the understatement). The goal of this inaugural post is to start you, the reader, on the path of enlightenment. Following are a list of journal articles and working papers that I recommend you read in order to help you pursue a value investment methodology with the discipline that is required. If you are currently enrolled in a post-secondary institution then you can likely access the journal articles through your school's library. The working papers listed can be found via the Social Science Research Network (SSRN).

  • Abhyankar, A., Ho, K., Zhao, H., Value versus Growth: Stochastic Dominance Criteria, Working Paper, 2006.
  • Arshanapalli, B., and Nelson, W.B., Small Cap and Value Investing Offer both High Returns and a Hedge, The Journal of Wealth Management, Spring 2007.
  • Athanassakos, G., Portfolio Rebalancing and the January Effect in Canada, Financial Analysts Journal, Vol. 48, No. 6, Nov. – Dec., 1992, pp. 67-78.
  • Athanassakos, G., Value vs. Growth Stock Returns and the Value Premium: The Canadian Experience 1985-2002, Working Paper, 2006.
  • Bauman, W.S., and Miller, R.E., Investor Expectations and the Performance of Value Stocks versus Growth Stocks, Journal of Portfolio Management, Spring 1997.
  • Capaul, C., Rowley, I., Sharpe, W.F., International Value and Growth Stock Returns, Financial Analysts Journal, Vol. 49, No. 1, Jan. – Feb., 1993, pp. 27-36.
  • Chan, L.K.C., and Lakonishok, J., Value and Growth Investing: Review and Update, Financial Analysts Journal, January/February 2004.
  • Fama, E.F., and French, K.R., Value versus Growth: The International Evidence, The Journal of Finance, Vol. 53, No. 6, Dec. 1998, pp. 1975-1999.
  • Kao, D., and Shumaker, R.D., Equity Style Timing, Financial Analysts Journal, Vol. 55, No. 1, Jan. – Feb., 1999, pp. 37-48.
  • Lakonishok, J., Shleifer, A., Vishny, R.W., Contrarian Investment, Extrapolation, and Risk, The Journal of Finance, Vol. 49, No. 5, Dec. 1994, pp. 1541-1578.