The enterprise value (EV) formula measures the total value of a company, considering both its equity and debt. It reflects what it would cost to acquire the business, including adjustments for cash ...

Market capitalization, often abbreviated as market cap, represents the overall value of a company’s shares that are publicly traded. It is determined by multiplying the current share price by the ...

In finance, certain research papers leave an important mark, changing the course of investment theories and practices. For example, consider the 1952 introduction of Modern Portfolio Theory, ...

While 2023 proved to be a very good year for the equity market overall, it was also one dominated by the strong gains enjoyed by large-cap growth stocks. Unfortunately, this came at the expense of ...

Over the last 12 months, mid-cap value funds have returned 10.05%. On an annualized rate, these funds have returned 6.13% over the last three years and 12.09% over the last five. That compares with ...

Small-cap value funds have enjoyed a moment in the sun in the wake of the US election, but investors in these strategies have seen more than a decade of frustrating returns. Amid years of performance ...