By Jack Forehand, CFA, CFP® (@practicalquant) — There has always been an interesting dichotomy with the quality factor. On one hand, individual investors typically consider it the most sensible factor and it is…
Author: Validea
An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
Valuing factors can be a confusing process. Not only are there are different factors to look at, there are also many ways to define them and a variety of different…
China Is Beating Wall Street to Top Graduates
Offering about triple what Wall Street pays to recent graduates, China’s booming hedge fund industry is snapping up top graduates to keep them from bringing their talent overseas. This according…
In Comparison, Public Real Estate Investments Outperform Private
A study published in the Journal of Portfolio Management purports that real estate investment trusts (REITs) outperform U.S. closed-end private equity real estate (PERE) funds by 165 basis points annually,…
Citadel Looks To Redeem Part of Melvin Capital Investment
When Melvin Capital Management got slammed by bad short bets in the GameStop meme-stock misadventure in January, Citadel LLC and its partners stepped in with $2 billion. Now, according to…
Enjoy Retirement Without Going Broke
While many people focus on accumulating money for retirement, decumulating it during retirement can also be a challenge. This from an opinion piece in The New York Times. It’s hard…
Stock Market Historians on the S&P 500’s Record Highs
Amid growing uncertainty about how much farther stocks can rise as the economy recovers from the pandemic, the S&P 500 index has produced 50 record closing highs so far this…
Mystery Hedge Fund Scores 500% Return
A recent article in Bloomberg details how an obscure brokerage has blossomed into a financial empire in Kazakhstan, of all places. Freedom Holding Corp., helmed by 33-year-old billionaire Timur Turlov,…
Bubble Talk is for Boomers, Says Stock Picker Backed by Billionaire
London-based Blue Whale Capital’s co-founder, Stephen You, doesn’t see a repeat of the dot-com crash on the horizon, according to an article in Bloomberg. Even with the likes of Michael…
Rock-Star Investor Finds Her Flock
Ark Investments has a unique origin story. Its founder, Cathie Wood, has said she had a visitation from God telling her to quit her job and put her personal wealth…