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Search Results for: factor

Zweig and Grant on the Pressure to Go Passive

November 27, 2018

…enormous amount of confusion for investors.” Zweig asserts there are “highly naïve or self-interested firms promoting these strategies.” There is no such thing, he asserts, as any factor that always…

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Quick Takes – Key Insights From Swedroe, Asness & Gray

November 15, 2018

…Week’s Topics Why Factor Investing is So Hard Industry Concentration in Factor Investing Reframing the Pain of Underperformance as a Positive Article: What to do When an Investment Strategy Performs…

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Comparing Strategy Performance of Bernstein, Swensen, Browne and Swedroe

November 14, 2018

…the portfolio’s value tilt, a factor emphasis that was out of favor for much of the study period.” The more simple approach of neurologist and financial theorist Bill Bernstein is…

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Five Questions: Value Investing with Wes Gray

November 12, 2018

…more career risks – premiums that will probably pay off, on average, over the long-haul. Jack: Another major source of debate in the world of factor investing is whether factor…

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Most Read Posts on Validea's Guru Investor

November 10, 2018

…by Investors [3] Quant Investor Cliff Asness Defends Factor-Based Strategies [4] Hulbert: Is the Traditional Method for Measuring Value Stocks Wrong? ——- Photo: Copyright: arcady31 / 123RF Stock Photo  …

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Quant Investor Cliff Asness Defends Factor-Based Strategies

November 8, 2018

…up for value.” When asked whether factors can stop working, Asness says, “Absolutely. It’s something we actively monitor.” He believes in mean reversion to the extent that factor-based strategies will…

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The Underappreciated Role of Luck in Investing

October 29, 2018

…view that luck has been an “instrumental factor in building his billionaire fortune.” “Luck may seem like the least tangible, least controllable success factor,” the article says, offering an example…

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Alignment of Investing Styles Not Necessarily Bad Omen

October 25, 2018

…cites a range of data that tracks the performance of factor investing styles over time: “So,” writes Kaissar, “it’s not necessarily true that factors uniformly disappoint during downturns. Nor is…

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Discipline is Key to Investing Success

October 19, 2018

…and they stuck to it.” He added, “All the factors we look at in this type of a study—every factor I know of—goes through periods of outperformance and underperformance. These…

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Could Index Investing Miss the Best Stock Bets?

October 5, 2018

…be a contributor, the article notes that size might not be the only factor. The same trend, it notes, was found in what it describes as another group of “index…

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