By Jack Forehand, CFA, CFP® (@practicalquant) — Many investors tend to have a style that they gravitate toward because it makes the most intuitive sense to them. And when it comes to building…
Tag: Factor Investing
An Evidence-Based Approach to Markets with Larry Swedroe
In this episode we speak with Buckingham Strategic Wealth’s Head of Financial and Economic Research Larry Swedroe. Larry is one of the most prolific producers of quality financial content we…
Winning With Brain Power at Bridgeway Capital
Houston-based Bridgeway Capital, founded in 1993 by MIT graduate John Montgomery, has always used number-crunching as a fundamental, well before ETFs began relying on computer algorithms to select value or…
Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova
In this episode we talk with Dimensional Fund Advisors Director of Research Savina Rizova. We discuss her amazing story, from growing up in communist Bulgaria to recently being named one…
The Five Biggest Mistakes I Have Made in My Career Managing Quant Strategies
By Jack Forehand, CFA, CFP® (@practicalquant) — It is hard to believe that I am coming up on twenty years of running quantitative investing strategies. And in those twenty years, I have probably…
JPMorgan Prefers Value Over Growth
Strategists at JPMorgan prefer value stocks over growth stocks, and are optimistic that the economy will sustain positive momentum, reports an article in The Street. Though growth stocks have dipped…
A Look at Changing Factor Exposures in an Evolving Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has seen some major changes since the 2020 market bottom. It would have been very difficult to predict the massive rally we have seen…
$1 Trillion Chinese Wealth Fund Loses Quant Leader
According to an article in Bloomberg, China’s $1.2 trillion sovereign wealth fund has lost its quant trading team leader. Zhang Rong’s resignation from China Investment Corp.’s public equities department in…
The Forecast Article To Shake Your Belief in Forecasts
By Jack Forehand, CFA, CFP® (@practicalquant) — We have just reached the end of 2021 annual forecasting season. It is the time of year when market strategists tell you where the market will…
The Different Approaches to Multi-Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — I have always been a big believer that factor investing is an effective way to produce returns that beat the market over time. But I also…