In this episode, we are trying something new. There is so much academic research out there about markets, and what drives their returns over time, that it can be very…
Tag: Academic Investment Research
Excess Returns, Ep. 39: Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto.…
Are Hedge Fund Activists Really Just Good Stock Pickers?
A new study found that hedge fund activists like Bill Ackman and Carl Icahn are better at stock picking than at adding long-term value to companies. This according to a…
Mutual Fund Past Performance Predicts Future?
A new study co-authored by Yale School of Management finance professor James Choi has found that there is no longer a correlation between a mutual fund’s past and future performance.…
A Proven Strategy for Disciplined Growth Stock Investing
This article was originally published on March 5, 2018, but the performance and stock list has been updated. By Justin J. Carbonneau (@jjcarbonneau) — There is no shortage of evidence showing…
Five Questions: An Academic Look at Factors with Lu Zhang
By Jack Forehand (@practicalquant) — One of the major challenges that the finance community has faced over the years is how to explain what drives stock returns over time. If…
Cash Flows Don't Lie
Given the current political climate and the uncertainty surrounding the financial markets, it’s important for investors to stick to concrete concepts when evaluating stocks, says an article in last week’s…
Morningstar Compares Research Data to Real-World Investing
There is an abundance of research data regarding how investors can maximize returns, but it doesn’t necessarily translate into real-world results, according to a recent Morningstar article. Alex Bryan, Morningstar’s…
Trading on Earnings Announcements Generates "formidable track record"
Before you dismiss this as a crazy investment strategy, consider that a recent study found it hasn’t done too badly, writes Steve Russolillo of The Wall Street Journal. Rutgers University…
The Case Against Sound-Bite Investing
While many financial planners warn clients to steer clear of the media when making investment decisions, the advice often falls on deaf ears. New academic research reported in Investment News,…
