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Adjusting the Value factor for intangibles
Adjusting the Value factor for intangibles
The standard academic definition for the Value factor is the ratio of book-value-to market-value (B/M).
19-02-2020 | From the field
Embrace the underdog
Embrace the underdog
Let me put it out there first: the year ahead is shaping up as a good one for global equities.
27-01-2020 | Column
Echoing Footsteps: The return of the underdog
Echoing Footsteps: The return of the underdog
It has been a while since we heard so much talk about value versus growth and momentum.
12-12-2019 | 年次アウトルック
Uncovering the promises and challenges of factor investing
Uncovering the promises and challenges of factor investing
The shift towards factor investing seems to be pausing for breath.
23-10-2019 | インタビュー
Positioning for a shift towards value stocks
Positioning for a shift towards value stocks
We think now is a very good time for investors to introduce value stocks to their portfolios.
20-11-2018 | インサイト
‘Facts’ about formulaic value investing
‘Facts’ about formulaic value investing
Successful value investing requires well designed strategies.
01-11-2017 | From the field