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Search Results for: momentum

Swedroe on the Battle of Factor Models

February 11, 2021

…from July 1990 through October 2018 and found the following: Momentum showed the highest average return while size showed the smallest average return. The CAPM is “dominated by all other…

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The Basics of Value Investing

February 10, 2021

…to the value factor. Momentum and value tend to make great partners because their excess returns are negatively correlated. So when value is struggling, momentum can help to pick it…

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Weekly Guru Investor Highlights: Defining Risk, Momentum & Trend Following, Bill Miller & More

February 5, 2021

…featured on the blog for the week ending 2/5/2021. The Posts We Discuss: What is Risk? An In Depth Look at Momentum Investing and Trend Following with Jack Vogel (Ep….

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Value is the Main Reason Quants Have Performed Badly

February 5, 2021

…for the one year through last August, while other factors showed stronger results: momentum, for example, generated a monthly premium of 2.1 percent in the U.S. The article cites comments…

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An In Depth Look at Momentum Investing and Trend Following with Jack Vogel (Ep. 69)

February 4, 2021

…episode, we take a deep dive into momentum investing with Alpha Architect’s Jack Vogel. We discuss why momentum works, how it is measured, and some potential ways to enhance the…

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What is Risk?

February 3, 2021

…you run the risk that deviation will hurt your returns rather than help them. Even for those of us who use factors like value and momentum that have worked over…

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Quants Seeing Record High Correlations

January 28, 2021

…investors to crowd into “stay-at-home haven trades, turning them into extreme momentum and low-volatility bets. Meanwhile, Covid-sensitive shares are moving in the opposing direction to notch a strong negative correlation…

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The Ins and Outs of SPAC

January 28, 2021

…more costly to borrow money, returns from the hedge-fund trade were more limited and therefore the enthusiasm was not as high. The momentum generated last year, however, made the SPAC…

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Guru Investor Blog Weekly Highlights: 01/22/2021

January 22, 2021

In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss Validea’s original commentary, including Jack’s article on momentum investing and our…

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The Basics of Momentum Investing

January 20, 2021

…we are asking you to do. There has been some research that combining fundamental momentum with price momentum, like this paper that we use as inspiration for our Twin Momentum…

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