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Search Results for: factor

Evaluating Portfolio Managers: The Luck Factor

September 9, 2016

…of Ipsol Capital. In a recent Take 15 interview for Enterprising Investor, Lussier shares his insights about the value of “factor-based benchmarks” when distinguishing effective managers from lucky ones. “Some…

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Key Pillar of the Market - Share Buybacks - Could be at Risk

August 31, 2016

Rock-bottom interest rates allow the market to stay higher for longer than it would otherwise, writes Steven Russolillo in this week’s Wall Street Journal. One factor that could end the…

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Gold and Stocks on Different Paths

August 29, 2016

…and the stock market recently hit minus 0.63 (a factor of minus 1.0 would indicate that the assets move in the completely opposite direction from each other). By comparison, the…

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Byron Wien's Outlook on the Markets, the Economy, the Election and More

August 17, 2016

…than euphoric, so we have yet to see two conditions that are ordinarily in place just before a bear market begins,” Wien says. “One factor that should encourage investors is…

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Morningstar's Ben Johnson on Multifactor ETFs

August 15, 2016

…analogy to factor expert Andrew Ang of BlackRock) discusses the philosophy behind an investor’s move to a multifactor portfolio which, for example, might focus on a factor such as market…

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Steve Cohen's Head Performance Coach Talks Portfolio Manager Mindset

August 1, 2016

…money. As a golfer, you hit a perfect shot and the wind hits the ball and it’s going to go into the lake.” He describes the “controllability” factor as one…

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In Factor Investing, Integration is a Plus

July 26, 2016

Portfolio diversification is a known strategy for minimizing risk, but these efforts can be thwarted if the diversified securities react in a similar way to market conditions. Factor investing is…

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Looking for Value in Un-Love Small Cap Stocks

July 13, 2016

…a study by a team at U.S. hedge fund AQR, the findings of which resurrected the idea of the small-cap premium by introducing the quality factor into the analysis. The…

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Avoiding the Value Trap when Shopping for Payout

July 8, 2016

…factor for stock selection [must] be combined with other factors.” These other factors include payout ratios (percentage of earnings paid out as dividends) and dividend growth. Specifically, the team looks…

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Machine vs. Man -- Algos the Winners Post Brexit

July 7, 2016

…category sometimes referred to as commodity trading advisors (CTAs) uses trading algorithms to identify market trends and place bets on futures and other derivatives. Most of these models didn’t factor…

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