Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener

Search Results for: factor

Value Investing Performance Varies Depending on Measure

October 19, 2017

…return of 7.10%.” It explains, however, that price-to-book is only one factor to consider and that, over the same ten-year period, the use of price-earnings ratios has been more effective….

Read more

Podcasts of the Week: Pysh, Arnott & Thaler

October 13, 2017

…time. Factor timing is also a hot topic these days. The issue of whether you can enhance returns by adding exposure to factors that are cheap historically and reducing exposure…

Read more

What Passive Investing Might Mean for Stock Pickers

October 13, 2017

…that new research is showing “how the rise of passive investing—tracking a basket of securities rather than picking individual ones—is changing the makeup of markets.” Investors are reviewing factors such…

Read more

Lessons From Over a Decade of Managing Money Using Quant Strategies

October 12, 2017

…on everything I’ve learned, I’m pleased to say that the principles I initially believed have proven to be mostly correct. These include; following factor-based strategies with strong historical track records,…

Read more

Insights on Increasing Concerns Regarding Quant Funds

October 2, 2017

…at the New York Stock Exchange hit a record high. In May, Goldman Sachs reported that hedge fund leverage is at a post-crisis high.” Another factor contributing to increasing concerns,…

Read more

Podcasts of the Week: the Blockchain, Wettlaufer & Miller

September 29, 2017

…from it. Miller is someone who uses a lot of qualitative factors that can’t be modelled, but he also outlines some core fundamental factors used in his investment approach. His…

Read more

Three Slogans that Don't Work for Money Managers, But Should

September 27, 2017

…was out of favor, they would actually be encouraging the type of behavior that produces the best returns. Jim O’Shaughnessy, who is a pioneer in factor based investing, talks about…

Read more

Factor Strategy Focus – Benjamin Graham

September 21, 2017

…downside protection. Factors Used in Strategy The following are the individual factors used within this strategy. We have grouped them by the widely used factor categories: Size, Value, Quality, and…

Read more

Podcasts of the Week: Dalio, Bass, Gardner & Egan

September 15, 2017

…of those things in relation to Bass’ thesis on China. David Gardner – Invest Like the Best – 9/12/2017 Our mission at Validea is to identify the best quantitative, factor-based…

Read more

What A 238 Mile Sailboat Race Can Teach About Investing

September 11, 2017

…to be blowing in the most favorable direction to produce the most boat speed. Second, secondary factors like the Tide also need to be considered. When we combined all these…

Read more

Posts navigation

1 … 48 49 50 … 66
Recent Original Research
September 18, 2025
Ten Top S&P 500 Stocks
The S&P 500 encompasses more than 500 companies across diverse industries, containing many financially sound businesses with strong underlying metrics that deserve investor attention. This diversity creates attractive opportunities for those willing to move past the most...
September 16, 2025
Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved