…who writes about markets holds in theirs, should have no impact on what you do with your portfolio. Every person is unique and everyone has many different factors that impact…
Search Results for: factor
Five Questions: Hidden Risks in Investing with Corey Hoffstein
…a factor investor, it is tempting to want to overweight specific industries and sectors when the factor you are using identifies many stocks as attractive within that sector or industry…
Value Stocks Trading Lowest Since Dot-Com Bubble
…opportunity” to bet on the factor, asserting that steadier economic data, advances in trade talks and a rising yield curve could lay a foundation for a value comeback. But the…
Five Questions: Lessons From Finance History with Jamie Catherwood
…in 1926-1941. Jack: In your excellent piece The Quant Frontier, you talked about the history of factor investing and how it goes back much further than many of us think….
Six Common Misconceptions About Factor-Based Strategies
…principle – that if you invest using factors, you will earn an excess return over the market over time. I have been running factor strategies for over fifteen years now…
Black Rock Money Manager on the Retirement Crisis and Climate Change
…efficient or competitive on an after-cost, risk-adjusted basis, which is what matters in buying an index or a factor exposure.” According to Wiseman, BlackRock provides Big Data and analytics for…
10 Characteristics of Top-Performing Investment Teams
…that the same firms that are underperforming resist developing their analysts. The best-performing teams “develop and train their smart, hardworking analysts.” Committed to one another’s success: This factor, the article…
Five Questions: Questioning Conventional Wisdom With Lawrence Hamtil
…sector bets inherent in the strategy. He has also taught me a lot about low volatility investing, which is the factor I know the least about. In this interview, we…
Momentum Investing - the What, the Why, the How and the Risks
…fundamental factors to aid in stock selection. Momentum Model Portfolios on Validea – YTD Returns Guru Based on Portfolio YTD Return Includes Momentum Criteria Wesley Gray Quantitative Momentum Investor 48.3%…
Should CAPM Be Retired?
…present a risk for investors, Northern Trust recommends that investors diversify across factors and eliminate hidden and uncompensated risks in their factor-based funds. The article cites the example of the…