George Athanassakos - Page 7 - The Globe and Mail

George Athanassakos

ContributorFinance Professor

gathanassakos@ivey.uwo.ca

View Author RSS Feed

George Athanassakos is a contributing writer for The Globe and Mail. He is a professor of finance and holds the Ben Graham Chair in Value Investing at the Ivey Business School, University of Western Ontario

Latest articles

November 15, 2016

The more investors use ETFs and robo-advisers, the larger the mispricing of individual securities and the larger the opportunities for active managers – such as value investors – to outperform.

The more investors use ETFs and robo-advisers, the larger the mispricing of individual securities and the larger the opportunities for active managers – such as value investors – to outperform.

Are ETFs and robo-advisers killing active management?

October 21, 2016

Value investors do not believe as much in diversification touted in modern portfolio theory.

Value investors do not believe as much in diversification touted in modern portfolio theory.

The value investor's strategy for choosing the right stocks

September 19, 2016

Traders work on the floor of the New York Stock Exchange on Sept. 16, 2016.

Traders work on the floor of the New York Stock Exchange on Sept. 16, 2016.

Return of stock market volatility: Is there a cause for concern?

George Athanassakos

August 31, 2016

Study provides evidence that screening value stocks for earnings quality can improve the performance of value investing strategies.

Study provides evidence that screening value stocks for earnings quality can improve the performance of value investing strategies.

Risk or mispricing: Which is driving the value premium?

August 2, 2016

<p>George Athanassakos </p>

<p>George Athanassakos </p>

Athanassakos: Are equity investors completely wrong about economic growth?

George Athanassakos

July 12, 2016

<p>George Athanassakos </p>

<p>George Athanassakos </p>

Let's set the record straight on value investing

June 12, 2016

Display of Stock market quotes

Display of Stock market quotes

Probing two myths about the market

George Athanassakos

May 25, 2016

Why the ‘sell in May’ phenomenon will not go away

May 16, 2016

Is this the end of the active portfolio managers and stock pickers, such as value investors? Many market participants think so.

Is this the end of the active portfolio managers and stock pickers, such as value investors? Many market participants think so.

Does surging ETF demand mark the end of stock pickers? Not likely

April 10, 2016

These two stocks demonstrate two different approaches to value investing

March 8, 2016

BlackBerry was a Canadian darling and one of the few Canadian companies with global appeal and following. When it ran into competitive troubles, however, it never asked for a government bailout.

BlackBerry was a Canadian darling and one of the few Canadian companies with global appeal and following. When it ran into competitive troubles, however, it never asked for a government bailout.

BlackBerry vs. Bombardier: A case study of value strategies

February 17, 2016

Academics have disagreed on the reason for the outperformance of value stocks but most evidence sides with the mispricing argument.

Academics have disagreed on the reason for the outperformance of value stocks but most evidence sides with the mispricing argument.

The case for sticking with value stocks

George Athanassakos

January 11, 2016

The strength in risky securities in January could largely depend on what institutional investors think of the year ahead.

The strength in risky securities in January could largely depend on what institutional investors think of the year ahead.

What’s happening to the stock market's ‘January effect’ in 2016?

George Athanassakos

December 7, 2015

A trader works on the floor of the New York Stock Exchange during the afternoon of Dec. 4 in New York City.

A trader works on the floor of the New York Stock Exchange during the afternoon of Dec. 4 in New York City.

Seven metrics that show the U.S. stock market is overvalued

November 15, 2015

Margin of safety (MOS) will protect investors from the unknowns.

Margin of safety (MOS) will protect investors from the unknowns.

A value investor’s take on diversification and risk

George Athanassakos

October 19, 2015

To stay safe, fund managers become closet indexers or they over diversify to make sure they don’t stray too far from the crowd.

To stay safe, fund managers become closet indexers or they over diversify to make sure they don’t stray too far from the crowd.

Real active management is worth the price

George Athanassakos

September 21, 2015

What is value investing and who are the true value investors – is it Warren Buffett and his like-minded value investors, or the others who emphasize low P/E (or P/B) small-cap stocks?

What is value investing and who are the true value investors – is it Warren Buffett and his like-minded value investors, or the others who emphasize low P/E (or P/B) small-cap stocks?

Will the real value investor please stand up?

George Athanassakos

August 19, 2015

The main reason real interest rates are rising in the United States is because the U.S. economy has been accelerating over the past year, while in Canada this has not been the case, as the economy is treading water.

The main reason real interest rates are rising in the United States is because the U.S. economy has been accelerating over the past year, while in Canada this has not been the case, as the economy is treading water.

Why the Fed will hike rates while inflation remains stagnant

George Athanassakos

August 4, 2015

Traders work on the floor of the New York Stock Exchange on July 27, 2015 in New York City.

Traders work on the floor of the New York Stock Exchange on July 27, 2015 in New York City.

Why value investors have the edge in the short term

George Athanassakos

July 13, 2015

A value trap stock looks like a bargain, but it falls further in price and fails to recover because of a fundamental shift in the company’s business or because of changes in the environment in which the company operates.

A value trap stock looks like a bargain, but it falls further in price and fails to recover because of a fundamental shift in the company’s business or because of changes in the environment in which the company operates.

Red flags to look out for in value-trap stocks

George Athanassakos