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Search Results for: factor

Equal- vs. Market-Cap Weighted Portfolios

September 16, 2021

…positive exposure to the momentum factor and negative exposure to size and value factors—something that seems insignificant now, but if there’s a repeat of the tech bubble implosion of 2…

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Gregg Fisher, Multi-Factor Pioneer, Talks Investor Behavior, The Future Of Value, Investing In Innovation & Lessons From 20+ Years as a Quant

September 16, 2021

…on factor investing, including the future outlook for factor premiums, why dividend investing may be overrated and the importance of investor behavior. We hope you enjoy the discussion.  Listen on…

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What is Quality?

September 8, 2021

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…

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An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today

September 7, 2021

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…

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Stock Market Historians on the S&P 500’s Record Highs

September 1, 2021

…Factor in the pandemic, concerns about rising inflation, and the potential of monetary policy missteps, and the task of predicting market performance becomes even more difficult. Get Full Access to…

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A Look at the Valuation of the Major Investing Factors

August 18, 2021

…factor. Here is what the valuation of each factor looks like as of today using our system. Value Absolute Valuation: Mixed Relative Valuation: Very Cheap As I mentioned in my…

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Man Group CIO: Computer-Driven Funds to Invade New Markets

August 11, 2021

…factor, they’d look at you like you had two heads.” According to Rattray, the corporate bond market and private equity are the next to areas to feel the invasion of…

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Quant ETF Loses in Poorly Timed Rebalance

July 28, 2021

A $15.3 billion ETF—BlackRock’s iShares MSCI USA Momentum Factor—suffered losses due to the timing of a rebalance. This according to a recent article in Bloomberg. The BlackRock ETF reportedly “went…

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Amplifying Momentum’s Alpha Potential

July 28, 2021

…growth and investment factors, you can potentially amplify the alpha found in momentum as the fundamental backdrop helps support the price strength. Momentum investing involves buying stocks that are exhibiting…

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The Facts About Factor Timing

July 26, 2021

Factor timing seems so sensible on the surface. The idea of adding exposure to out of favor factors appeals to investors’ desires to buy low and sell high. But the…

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Recent Original Research
July 15, 2025
Ten Top Ranked Technology Stocks – July 2025
Technology stocks have experienced remarkable growth over the past decade, often trading at premium valuations that can deter value-conscious investors. However, Validea's comprehensive analytical framework demonstrates that attractive opportunities still exist within this seemingly expensive sector by...
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Substantial leadership ownership stakes foster strong alignment between management and shareholders by creating shared financial incentives. This alignment motivates executives and board members to focus on building lasting value rather than chasing quarterly targets. When leaders maintain...
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