By Jack Forehand, CFA, CFP® (@practicalquant) — We all know that having a sound process is crucial to investing success. Finding something that works over the long-term and adhering to it through the…
Tag: Quantitative Strategies
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…
The Many Different Flavors of Value
Many investors believe that all value investing strategies are similar. When it comes to getting exposure to value, they think the many value funds that are out there are mostly…
ETFs Inspired by Quants Beating the S&P 500
Investors optimistic about the post-pandemic world are channeling cash into “riskier companies acutely sensitive to the economic cycle—led by the famed resurgence in the value factor,” according to a recent…
Six Potential Metrics to Help Limit Value Traps
Deep value investing is about buying companies that other investors don’t want. It is about investing in companies where the current situation doesn’t look great – actually in many cases…
Quantifying The Motley Fool’s Small Cap Growth Investment Strategy (Ep. 79)
The Motley Fool is not known for their quantitative models. They are known for a discretionary growth style of investing that attempts to identify game changing companies and then holds…
The Five Horsemen of Valuation Ratios
No, this isn’t an article about pro wrestling, Ric Flair and his sidekicks. Rather, it’s an introductory piece on the different ratios used to assess whether or not a stock…
Validea's Jack Forehand on Zona Value Club Talking The Quant Strategies Of Great Investors
Jack appeared on the Zona Value podcast. He discussed the history of Validea, some lessons from applying our strategies to the real world, and the recent underperformance of value investing.
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67)
There are many misconceptions about private equity. Most investors see it as a domain where high net worth investors and institutions earn returns that can’t be achieved via public markets.…
Quants Trounced by Human-Run Hedge Funds in Covid Year
After a long stretch of being outperformed by computer-driven quant strategies, human stock-pickers won out in 2020 bolstered by “aggressive bets in technology and the flood of central bank money…