…(primarily for those focusing on value, quality and momentum) isn’t necessarily more expensive than passive. Rather, Kaissar says, many active managers have outperformed passive but “kept the profits for themselves”…
Search Results for: momentum
Investors May View Bonds as the Lesser of Two Evils
…those ratios back into balance,” the article says, “requires buying a lot more bonds.” Kinniry argues, “Back in the late 1990s, investors were very momentum-based, buying stocks and selling bonds….
A "Flywheel" Approach to Investing
…no miracle moment. Rather, the process resembles relentlessly pushing a giant, heavy flywheel, turn upon turn, building momentum until a point of breakthrough, and beyond.” The relevance to investing may…
Podcasts of the Week: Ford, Sherman & Thorndike
…on other areas of the market, including a fund they started that uses a combination of the Shiller PE and momentum to pick industries to invest in and his thoughts…
Three Slogans that Don't Work for Money Managers, But Should
…well for you regardless of which metric you choose. The same is true for growth and momentum investing. As an example, take a look at the approach we modeled after…
Factor Strategy Focus – Benjamin Graham
…Fourteen years later, we have now captured over 40 quantitative, factor-based models. These models cover a wide range of investing styles ranging from value to growth to momentum. Our new…
REIT Outperforms Through Active Management
…“conviction” in its portfolios—as measured by active share. The article quotes Harvey: “The market has become much more macro where factors like momentum and value have come to dominate the…
Poor Market Breadth is Sign of Pullback, But No Bubble Envisioned
A series of “worrisome signals” are pointing to weakening market momentum and a possible pullback, according to a recent article in The Wall Street Journal. The signals are as follows:…
BlackRock's Ang on Factor Investing
…value dividend yield, momentum and quality (for return enhancement), and low volatility (to reduce risk). Ang’s faith in the investment strategy, according to the article, is based on back-tested returns…
Validea Hot List Newsletter: Mid-Year Review
…ups and downs that will undoubtedly emerge. With the Validea Model Portfolios, the momentum and growth strategies are leading the way so far. The chart below shows the top five…