…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…
Search Results for: factor
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…
The Lure of the Unsolvable Problem
…of unpredictable factors and an endless number of combinations of them. The boat that does the best job of managing these factors will likely win the race. But no matter…
A Better Use of Data in Emerging Market Investing
…The article concludes, however, that “the long-term benefits of factor investing remain. As more investors come to understand factors better, emerging markets will likely be the next battleground for smart-beta…
The Danger of Judging Decisions by Their Outcomes
…outcomes. And in games where luck is a significant factor, it is essential to not judge the quality of your decisions solely by the outcome they generate. Let me give…
Factor Returns and Trading Costs
A recent article in Advisor Perspectives by BAM Alliance’s Larry Swedroe offers a list of criteria investors should consider when choosing a factor-based strategy. According to the article, “The factor…
Decision Making and Biases that Beat Logic
…influence—”when large groups respond in the same way based on an outside factor, whether it’s new information, words from a perceived leader, or observe behavior by someone the herd identifies…
Zweig: What Would Yogi Berra Would Say About the Bull Market
…Most people are not risk-oblivious.” Andrew Ang, head of factor investing strategies at BlackRock Inc.: “Economic growth is still relatively high, but the pace has been decelerating, putting us closer…