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Search Results for: factor

Excess Returns, Ep. 32: Is the Price/Book Ratio Dead?

July 13, 2020

…other ratio that is referenced more often. There is also no ratio that is used more by systematic value funds. But the rise on intangible assets and other factors have…

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The Danger of Learning From Your Mistakes

July 8, 2020

…Even over decade long periods, luck can still play a major role. Every major investing factor has had 10+ year periods where it hasn’t worked. As a result of the…

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Excess Returns, Ep. 31: Can You Quantify Warren Buffett?

July 6, 2020

…go through books and academic papers to find factor-based models with results to back them up. We are going to periodically do some episodes for the podcast where we do…

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The “Value” Phoenix May Rise

July 1, 2020

…premium is gone”: Factors have been diversifiers: According to the article, “much as investors diversify across stocks and bonds, they may want to consider having exposures across multiple factors, to…

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Is the Price/Book Ratio Dead?

July 1, 2020

…find any other ratio that is referenced more often. When Fama and French built their famous 3 factor model, value was measured using the Book/Market, which is the inverse of…

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Quants Find the Missing Piece

June 25, 2020

New research has found that the implementation methods related to some factor-based investing strategies is the culprit for underperformance, and that “a simple formula can solve it.” This according to…

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Bored Sports Bettors Try Their Hand at Stocks

June 22, 2020

…brokerage firm BTIG, who says the spike is playing a significant role in the market’s recent surge: “There’s zero doubt in my mind that it is a factor.” While the…

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Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy

June 22, 2020

…factor-based investing. In this discussion, we get Jim’s takes on a wide range of topics both in and outside the investing world. We discuss: The recent struggles of value investing…

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Validea on YouTube: A Resource for Investors

June 17, 2020

…market volatility and factor timing to risk management and the impact of Covid-19. Investors will learn what to avoid, the lessons offered by history, what works and what doesn’t. Webinars…

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Value Alive or Dead? Debate Rages Among Quants

June 15, 2020

…in Bloomberg. “After kicking off the factor boom in the early 90s,” the article reports, “value is punishing the faithful three decades on. Billions are getting wiped out, quant shops…

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