By Jack Forehand (@practicalquant) Factor investing has grown dramatically in recent years. But it is far from new. As those of us who invest using factors seek to learn more…
Robots Won't Replace the Fundamental Investor
A new study by McKinsey says that traditional asset managers are using advanced analytics to build better decision-making capabilities rather than to replace human portfolio managers. This according to an…
Bridgewater's Bet on Brazil
The world’s largest hedge fund sees tremendous growth potential in Brazil’s economy and thinks it will be “the strongest in the world” in 2020. This according to an article in…
Long Term Compounding Using Low Volatility & Other Fundamental Factors
By Justin J. Carbonneau (@jjcarbonneau) — There is an age-old concept in investing that the more risk you take the higher the return you should get. This makes a lot…
Solid Evidence and Not-So-Solid Returns
Since the 2008 financial crisis, investing has evolved more toward evidence-based strategies in which ideas are rigorously tested or backed by credible research. This according to an article by Bloomberg…
The Bull Market Has Bred Skepticism
The bull run that followed the 2008 financial crisis is widely considered the greatest of the past century, but according to an article in The New York Times, “despite the…
Investors Keep Returning to Hedge Funds
A survey of institutional investors by JPMorgan Chase found that most participants planned to “maintain or increase their overall hedge fund allocations in 2019, following a year during which 68…
Finding Industries that Present Investment Opportunities
A recent article in Forbes discusses strategies for finding investment opportunities in out-of-favor industries and avoiding value traps. Here are some highlights from the article: Investors can avoid falling into…
Buffett's Course Correction on Airlines
After decades of swearing off the sector, Berkshire Hathaway’s airline holdings make it among the biggest shareholders in the four largest U.S. carriers, and CEO Warren Buffett said he wouldn’t…
Bill Ackman Pursuing Quiet Recovery
After a pair of “disastrous” bets on drug company Valeant and supplement company Herbalife, once “omnipresent rabble-rouser” shareholder activist William Ackman is getting back to basics and a more low-profile…