Alpha has returned, and it’s time to dump momentum strategies in favor of growth strategies according to a research report issued by Credit Suisse and reviewed by ValueWalk this week.
Credit Suisse’s research shows that correlations (including implied correlation) have fallen close to their lowest levels in two decades, which should open up the opportunity for fund managers, who use different strategies to achieve alpha.
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Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
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