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Search Results for: factor

The Case For Value Stocks

May 20, 2020

…Isn’t Telling Us Value is Dead The goal of the academic research into factors is to find things that help to explain the long-term movement in stock prices. Value is…

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Excess Returns, Ep. 24: The Pros and Cons of Factor Timing

May 18, 2020

…article on Factor Timing: Research Affiliates Factor Timing: research, “Timing “Smart Beta” Strategies? Of Course! Buy Low, Sell High!“ AQR’s take on factor timing, “Contrarian Factor Timing is Deceptively Difficult”…

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Validea Webinar: A live walk-through of the tools & research found on Validea

May 11, 2020

Learn how investors utilize our guru and factor strategies, model portfolios, stock screens and other stock research and analysis tools on Validea. When: Tuesday, May 12th @ 1pm EST Host:…

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Excess Returns, Ep. 23: The Challenges of Multi-Factor Investing

May 11, 2020

…in mind when building a multi-factor portfolio. We discuss: The risk management benefits of multi-factor investing The two major approaches to building multi-factor portfolios The importance of proper portfolio construction…

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Behavioral Finance and How to Avoid Making Poor Investing Decisions

April 30, 2020

…uncertainty. Here are some highlights from the interview: Crosby referenced the 5-factor model for wellness developed by Martin Seligman, Ph.D. called the “PERMA” model (an acronym for positive, engagement, relationship,…

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Is the US Equity Premium Dying?

April 15, 2020

…underscored the importance of considering government competency as a factor in investing decisions. The current situation, the article says,  may also signal a “sea-change” in how investors think about pricing…

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Webinar: How To Use Validea Tools in Today's Rocky Market

March 23, 2020

…Validea’s new factor report for individual stocks, and why quality, momentum and low volatility factors may be important in today’s market. Our Trend Following system, which is a technical model…

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Excess Returns, Ep. 14: Some Thoughts on the Struggles of Factor Investing in the Past Decade

March 9, 2020

The long-term evidence to support factor investing is compelling. Academic work has shown that factors like value and momentum have produced an excess return relative to the market over time….

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The Value Premium is Smaller, but Not Dead

March 4, 2020

Although the value factor is one of the longest standing for stocks, the value premium has shrunk. This according to a recent article in AAII. The article notes that since…

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Five Questions: The Future of Asset Management with Meb Faber

March 4, 2020

…within the industry and computing power have risen and factor-based strategies have become more widely available. On the business side, falling fees and increasing market share for the largest players…

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Recent Original Research
July 10, 2025
Ten Fundamentally Sound Dividend Growth Stocks
Dividend growth stocks form a cornerstone of long-term wealth building by offering investors a dual benefit: consistent income streams and opportunities for capital appreciation. These investments represent companies that systematically increase their dividend payments year after year,...
July 9, 2025
Ten Fundamentally Sounds Stocks Insiders Like
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...
July 8, 2025
Ten High G Score Growth Stocks
The investment landscape is in constant flux, requiring sophisticated tools to identify genuine growth opportunities. In 2005, Professor Partha Mohanram developed the G-Score methodology as a structured approach to evaluating growth companies, designed to complement Joseph Piotroski's...
July 7, 2025
Riding the Earnings Wave: 10 Stocks Backed by...
In investing, it's often not just the news that matters -- it’s how investors react to it. One of the most underappreciated signals in the market is when analysts raise their earnings forecasts. Research shows that the...
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