By Jack Forehand, CFA, CFP® (@practicalquant) — Momentum can be one of the more challenging factors for investors to understand. Since we are investing in businesses when we buy a stock, we are…
Tag: Momentum Investing
Show Us Your Portfolio: Ryan Kirlin
In our first nine episodes of Show Us Your Portfolio, we spoke to some great investors and looked at some really interesting investment approaches. But one thing we noticed about…
Six Experts Help Us Understand Momentum Investing
Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should…
Four Ways Value Investors Can Use Momentum
Value investors in general tend to have an aversion to using momentum in their investment strategies. But the long-term evidence suggests they should rethink that. In this episode we look…
Four Ways Value Investors Can Use Momentum
By Jack Forehand, CFA, CFP® (@practicalquant) — I have probably talked too exhaustively now in my articles about my natural preference for value investing. Feeling like I am buying something for less than…
Dual Momentum Investing with Gary Antonacci
In this episode, we speak with Gary Antonacci about his Dual Momentum investing approach. We look at both absolute and relative momentum individually, and the pros and cons of the…
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…
Quant Pioneer Asness Says It’s Too Early To Gloat
Co-founder of AQR Capital Management Cliff Asness is making a comeback in his treasured value trade as the firm’s $1 billion Absolute Return fund posted its five best days in…
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…