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Search Results for: momentum

Another Year Down – Learning from Quant Models

January 4, 2023

…Protective Momentum (GPM) and Protective Asset Allocation (PAA) – produced very strong relative returns of -5.8% and -6.1%, respectively. Both utilize multi-asset strategies that combine relative momentum and crash protection…

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The Fed Is No Longer The Market’s Friend

November 11, 2022

…now “isn’t the time for bottom fishing…Let your winners run,” the article advises, and points to the iShares Edge MSCI USA Momentum Factor as one ETF with a great deal…

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Constructing A Better Trend-Following Portfolio

November 4, 2022

…stocks and 40% bonds split hasn’t fared too well. Now, DoubleLine Capital has put out a study touting a new approach: build a portfolio that follows market momentum as it…

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Dean of Valuation: Market Is Being Driven By “Mood & Momentum”

October 21, 2022

“Mood and momentum” is what’s driving the market right now, Professor Aswath Damodaran of NYU’s Stern School of Business told CNBC International TV in a recent interview. Investors are looking…

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Value Investing Offers Diversification

October 17, 2022

…in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method Value tends to outperform when other factors such as momentum, quality, and low volume are underperforming. Different analysts or…

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A Look at How a Variety of Risk Management Approaches Have Worked in 2022's Bear Market

October 12, 2022

…Protective Asset Allocation invests in the 6 of those assets with the most momentum at any given time. Generalized Protective Momentum uses a score that combines an asset’s momentum with…

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The Stock Market No Longer Has History On Its Side

October 4, 2022

…with this approach, in April 1930. In 151 years of history, what makes the April 1930 and August 2022 markets unique? Brown points to value and relying on “momentum strategy,”…

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Four Strategies for The Risk-Averse Investor

September 28, 2022

…lots of different assets — the All-Weather portfolio, Generalized Protective Momentum and Protective Asset Allocation utilize asset class exposure and diversification as well as momentum and trend following to help…

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Chinese Tech Giants Lose Their Backers

September 15, 2022

…than 1/3 of their value over the last year. Meanwhile, BYD faces negative investor sentiment and wavering growth momentum. Some strategists point to the company’s high valuation based on current…

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Mapping The Opportunity in Small Caps to Value Investment Strategies

August 31, 2022

…books or academic papers and builds stock selection models that rank stocks through each fundamental strategy. We run value, growth, momentum and low volatility models. Many of the models we…

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Recent Original Research
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The NASDAQ 100 has experienced a remarkable decade-long run, delivering impressive returns for investors across this extended period. However, beneath the surface of this broad index performance lies a more nuanced reality: individual companies continue to offer...
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The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
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The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
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