“Humans aren’t going to be completely replaced, but they will be mostly replaced,” says Sudhir Nanda, head of T. Rowe’s dedicated “quantitative management” arm. In a Financial Times article earlier…
Tag: Quantitative Strategies
Fundamentally Sound Stocks Win When Recessions Loom
Whether it’s interest rate hikes or China’s slump or US weakness, investors have found a myriad of economic reasons to worry in 2016 — and they’ve expressed their worries by…
When Should You Rebalance?
Like many quantitative investors, Validea CEO John P. Reese uses a strict rebalancing approach to portfolio management. But just how often should you rebalance your portfolio? Reese says it may…
Mid Cap Manager's Rules-Based Method Produces Strong Results
Barron’s reports on mid-cap fund managers Neil Hennessy and Brian Peery, who manage Hennessy Cornerstone Mid-Cap 30. Peery says, “A lot of financial advisors don’t allocate in the mid-cap space,…
Why Decades-Old Strategies Still Beat The Market Today
With so much having changed in the financial world over the years, can decades-old investment strategies still work today? Validea CEO John P. Reese says they certainly can. (more…)
Take It From The Gurus: Boring Is Beautiful
In a recent article for Canada’s Globe and Mail, Validea CEO John Reese says that when it comes to investing, boring is beautiful. (more…)
O'Shaughnessy: Keep It Simple With Shareholder Yield
You don’t need complicated strategies to beat the market. That’s what James O’Shaughnessy says in a recent column discussing shareholder yield (dividend yield plus buyback yield). (more…)
Don't Tinker!
Take a good stock-picking strategy and tweak it a bit to make it better — many investors do just that, and it sounds like a good idea, right? Nope, writes…
Good Quant, Bad Quant
MarketWatch’s Paul Farrell recently offered up a scathing critique of “quants”, complete with this eye-catching subhead: “By Predicting Your Behavior, Quants Control Your Mind, Money, the Markets”. Since I run…