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Search Results for: factor

The Value Trap Conundrum – And Six Criteria to Help Deal With It

July 5, 2023

…investing works for two reasons (at least most people think so – some question the second). The first is that value is a risk factor. That means that value stocks…

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Building a Six Factor Model Using Intangible Value with Kai Wu

July 3, 2023

…assets, how to measure them and turn them into a value factor, the benefits of intangible value to a multi-factor portfolio, and how he used it to construct a 6-factor…

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Rebalancing At Momentum ETF Offers Clues To Beat Market

June 27, 2023

Late last month, the iShares MSCI USA Momentum Factor ETF, which offers maximum exposure to the momentum factor, was rebalanced, offering clues to market-beating strategies, contends Ryan Jackson, a Manager…

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Buffett’s Japanese Bets Have Almost Tripled

June 27, 2023

…to investors—an attractive prospect that was probably a major factor in Buffett’s decision to put stakes down in the trading houses in the first place. Andrew McCagg of Nomura Asset…

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Factor Investing for Retirement with DFA's Mathieu Pellerin

June 22, 2023

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…

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Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina

June 13, 2023

…– Building sub-portfolios for individual purposes 18:44 – How to model human capital 23:44 – What makes for a good investing factor? 30:22 – Using factors in a long-only world…

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Value vs. Growth Is In The Eye of the Beholder

May 26, 2023

…and earning to price, in addition to lower sales to price, the article explains. Last year’s tech rout hit growth stocks hard; factoring in price momentum for Microsoft, for example,…

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A Better Way To Seek Out Quality Stocks

April 27, 2023

…researchers to write that including the quality factor in the portfolio “exhibits a better risk-return profile and a more desirable factor exposure,” the article quotes. The study also displayed that…

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One Answer To the Stock Market’s Puzzling Gains

April 27, 2023

…$87.3 trillion since October, could be a large factor in why stock prices are being pushed higher. And while the Fed has been gradually reducing the money supply in the…

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The Long and Short of Factor Investing

April 5, 2023

…of factor strategies we typically see in the real world since they are almost always run on a long only basis. This is not necessarily a problem. If a factor…

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By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Netflix has a new documentary out on Centenarians (Live to 100: Secrets of the Blue Zones) – individuals who live to 100+ years old – and areas of the world with there...
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Small Cap Value: Waiting for the Jumpstart
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Over the past few weeks, I've seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. When I see these charts, my ears definitely perk...
August 23, 2023
The Human Touch in Quantitative Investing: Decisions Behind...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing models are hailed for their systematic and...
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Navigating Fear: Lessons from Great White Sharks and...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family.  There was lots of beach time, but I had a ringing in my ear of the last few phone calls with...
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