By Jack Forehand, CFA, CFP® (@practicalquant) — Like many investors, I like to follow strategies that make sense to me. If I am following a factor, I want to feel like the…
Tag: Practical Quant
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help
By Jack Forehand, CFA, CFP® (@practicalquant) — I wrote an article a few weeks back that looked at how much of the outperformance of value stocks since the bottom in March of…
We Might Be in a Bubble, But You Probably Shouldn’t Care
By Jack Forehand, CFA, CFP® (@practicalquant) — The recent rise in stock market interest among retail investors has certainly been apparent among my friends. In normal times, I might get an occasional…
The Changing Nature of Momentum
By Jack Forehand (@practicalquant) — Investors sometimes want to pigeonhole investing factors. We want to look at a factor and associate a certain type of company with it. Doing so…
Is Quality on Sale?
By Jack Forehand (@PracticalQuant) — Value investing is far from an exact science. Not only is there significant debate about the proper metrics to use to define value, but there is…
Value Investing is Back! Or is it?
By Jack Forehand (@PracticalQuant) — Those of us who run value strategies have had more reason to celebrate in the past 9 months than we had in the prior decade…
Some Practical Ways to Look at Blending Factors
By Jack Forehand, CFA (@practicalquant) Those of us who run quant portfolios sometimes like to prove how smart we are. We like to throw out advanced statistical concepts that show how well…
The Basics of Value Investing
By Jack Forehand, CFA (@practicalquant) When you look at the long-term performance data of the major investing factors, value and momentum typically rise above the rest. A few weeks ago, we began…
What is Risk?
By Jack Forehand, CFA (@practicalquant) There might not be a term that is the subject of more debate in the investment industry than risk. If you asked ten different investors to define…
The Basics of Momentum Investing
By Jack Forehand, CFA (@practicalquant) We often write about factor investing on our blog. We talk about factors like value, momentum, quality and low volatility and their practical use in the real…