INSIGHTS & STRATEGIES

WisdomTree Blog

Value investing is in the spotlight, but not all value strategies are created equal. Kara Marciscano dives into how various value factors have performed over recent and longer-term periods.

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They say don’t meet your heroes, but they didn’t say anything about comparing yourself to them. How do our WisdomTree U.S. Quality Dividend Growth (DGRW) and U.S. Quality Shareholder Yield (QSY) Funds stack up against Berkshire Hathaway’s holdings? Kara Marciscano draws comparisons from three perspectives: quality, capital return and value.

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Businesses with excess cash have a choice: move it off the balance sheet as a dividend, which is often a taxable event, or repurchase shares, where taxes can be more easily managed. The latter can make a ton of economic sense, which is why share buybacks have become the other dividend. Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.

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The fourth quarter was the worst quarter for U.S. equities in seven years, suggesting the nearly decade-long rally was over. But lo and behold, the S&P 500 Index just experienced its best start to a year in two decades. Where do U.S. equity valuations stand now?

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Research reports on share buybacks (and popular hit jobs in the press) tend to focus on the large-cap segment of the market, but the small-cap story is just as important.

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Few topics generate as much debate as share repurchases. While buyback skeptics often paint share repurchase programs with a negative brush, we have found that shareholder yield has been among the best measures of relative value over the past ten years.

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