…are still revising earnings upward. As she points out, the “earnings revision factor” has been one of the best performing factor-based approaches this year and it organically combines both value…
Search Results for: value
U.S. Fund Hit With Closet Indexing Charge
…that score more than 60 can be considered active. According to Morningstar, the article contends, the American Century Value fund scored 69 in comparison with the Russell 1000 Value Index….
The Different Approaches to Multi-Factor Investing
…analysis of long-only strategies illustrates how a strategy that simultaneously incorporates both value and momentum outperforms a strategy that combines pure-play value and momentum portfolios that are formed independently. There…
Deflate Your Inflation Fears
…at their present value, making them less profitable in the future. Value stocks have traditionally done better than growth during times of rising consumer prices, but the difference today is…
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
…We also cover his research on combining value and momentum and the relationship between location and firm value, and what he thinks practitioners get wrong about academic research. We hope…
Sector Shake-Up Could Have Huge Impact
…to the financial sector, while ADP and Fidelity National Information Services would shift over to industrials. The market value of the S&P 500’s tech sector could shrink and become even…
Inflation Equals Value Stocks’ Time To Shine
…than bitcoin which has no intrinsic value and may or may not protect you. Betting on a store of value in the shape of inexpensive stocks, according to some analysts,…
Sustainable & Value Investing Are No Different
…Sustainable Future Forum. Factoring in ESG—environmental, social, and governance—criteria can help investors in their value investing strategies, ie. looking for companies that appear to be trading below their intrinsic value,…
What Has Worked and What Hasn’t So Far in 2021
…started off very strong for value stocks, many of which were cyclical companies, and this helped some of our value-oriented approaches, and more recently we’ve seen a shift back to…
A Glimpse Into The Future Of Investor Customization Through Direct Indexing
…settings. The dimensions that clients care most about are taxes, the ability to put value into a portfolio, and risk and ESG. While only 15-20% of the company’s accounts use…