Thus far only the top 20 stocks selected for the month of June are performing better than SPY. This strategy has been more volatile and I believe it will outperform during months where market returns ...

Investors can consider a dynamic factor-based exchange traded fund strategy to alternate between S&P 500 investment factors in response to market changes. In the recent webcast, Take Advantage of ...

SPMO's momentum factor strategy has historically outperformed the S&P 500. The semi-annual rebalancing keeps the fund positioned in top-performing stocks from the past year. SPMO is a good option for ...

Editor’s note: This is the second of two stories on achieving truer diversification by using analytical diagnostics and factors, and implementing the resultant strategies. To read the first part, go ...

Factors that outperform over time are also prone to extended periods of underperformance, which are difficult to time. For investors seeking exposure to factor risk premia but with greater ...

Recently there has been a proliferation of investment products focused on factor-based investing, including factor-based index funds, single-factor portfolios and so-called smart beta. Common features ...

Factor investing involves buying stocks with certain characteristics, including value, momentum, size, low volatility and quality in an attempt to find winning stocks. Factor investing is an ...

Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S.