Bridgeway’s Andy Berkin explains his six-step process for determining whether an investing factor is likely to continue to work going forward. https://www.youtube.com/shorts/u9aYd-V82UA See full interview with Andy Berkin…
Search Results for: factor
Arnott: Put Money In Multi-Factor Strategies
…article. For investors who are looking to select the “right factors,” smart beta factors generally shift in cycles that are determined by the macroeconomic environment. Currently, defensive factors such as…
Four Lessons From Andy Berkin and Larry Swedroe
…core factors like value, momentum, quality and low volatility to a world where everyone is trying to find the latest great factor. And many of these new factors don’t stand…
A Complete Guide to Factor Investing with Andy Berkin
…a wide range of factor investing topics, including the future of value investing, composites vs. individual metrics, the different approaches to multi-factor investing and factor timing. We also talk about…
The Magic of Multi-Factor Investing
…to Multi-Factor Investing There are two major approaches to building multi-factor portfolios. Different people call them different things, but in general the first method involves treating each factor as a…
Another Year Down – Learning from Quant Models
…three categories: Factor ETF Model Portfolios: Hold factor ETFs based on how they rank on value, momentum and macroeconomic factors. Sector ETF Model Portfolios: Hold sector ETFs based on how…
5 Behavioral Tricks for Long-Term Investors
…market declines in history and the worst underperforming periods for the factor strategies we follow. Doing this doesn’t eliminate the pain of these types of periods, but it does help…
Seeking Out Stocks That Rise 10 Times
…tech, according to the article, especially if inflation and global interest rate hikes are near their peaks. At that point, the market will begin to factor in a consumer spending…
Societal Inequality Drives Market Performance
…the factor that usually matters most. But one of the most important things fueling that demand in the long term is societal inequality, contends an article in The Wall Street…
Knowing When to Change Your Investment Process
…data. Corey Hoffstein showed this is his excellent article Factor Fimbulwinter. Corey looked at how long it would take before we can say with statistical significance that a factor like…