Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value)

<p>Our guest on the podcast today is Rob Arnott. Arnott is partner and chairman of the board of Research Affiliates, a firm he established in 2002, following stints at First Quadrant and Salomon Brothers. He also runs several prominent mutual funds, including PIMCO All Asset. In addition to these duties, Arnott is an accomplished thought leader, having published more than 100 articles in professional journals. Among other plaudits for his work, he has received seven Graham and Dodd Scrolls, awarded by the CFA Institute to the top financial analyst journal articles of the year. An innovator, Arnott popularized the concept of fundamental indexation, which some refer to as smart beta. </p> <p><strong>Background Information</strong></p> <ul> <li><a href="https://www.researchaffiliates.com/en_us/about-us/our-team/rob-arnott.html" target="_blank">Rob Arnott bio</a> </li> <li><a href="https://www.researchaffiliates.com/en_us/home.html" target="_blank">Research Affiliates website</a> </li> <li><a href="https://interactive.researchaffiliates.com/smart-beta#!/strategies" target="_blank">Research Affiliates smart-beta interactive tool</a></li> <li><a href="https://interactive.researchaffiliates.com/asset-allocation#!/?currency=USD&model=ER&scale=LINEAR&terms=REAL" target="_blank">Research Affiliates asset-allocation interactive tool</a></li> <li><a href="https://www.cfainstitute.org/en/research/financial-analysts-journal" target="_blank"><em>Financial Analysts Journal</em> website</a> </li> <li>PIMCO All Asset <span>PAAIX</span>  </li> <li>"<a href="https://www.researchaffiliates.com/documents/FAJ_Mar_Apr_2005_Fundamental_Indexation.pdf" target="_blank">Fundamental Indexation</a>," by Robert D. Arnott, Jason Hsu, and Philip Moore (2005, <em>Financial Analysts Journal</em>)</li> </ul> <p><strong>Related Links</strong></p> <p><strong>Research Affiliates Forecasts</strong></p> <a target="_blank"> </a> <ul><a target="_blank"> </a> <li><a target="_blank"></a><a target="_blank">Value strategy</