Value, Quality, Low Risk, Leverage – Buffett’s Secret Sauce
Academic research concludes that Warren Buffett’s extraordinary returns can be closely reproduced using a basic factor model focused on value, quality, low risk, and efficient leverage.
A Brief History of Factor Investing
Factor investing has grown to become a significant element of portfolio management and asset allocation. Read more for a brief exploration of its origins, development, and widespread adoption.
Potential Benefits of Tax-Aware Long-Short Strategies
Academic research suggests tax-aware long-short strategies could produce benefits up to 7% per year relative to tax-agnostic strategies.