The Smart Money Is Looking for Value Stocks

September shaped up to be a pivotal month for stocks - and perhaps, specifically, value stocks.

For starters, it wasn't the bear of a month we usually expect. On average over the past half-century, September is the only month to produce a significant negative average return. This year, September was nicely positive. Major market indexes, such as the Standard & Poor's 500, finished the month near all-time highs.

But the noteworthy event was a little more specific. Between Sept. 5 and Sept. 16, as the