European ‘ Boom stocks ‘ are still attractive as higher equity prices, led by cyclical stocks, are supported by improving economic data and risk on sentiment, that’s according to Bank of America’s latest Style Cycle Quant Strategy Guide. European Fund Managers Getting More Bullish Analysis by BoA’s quant team shows that in the Boom phase of the Style Cycle, investors should be overweight Value and Growth, High Risk, Low Quality, and Small Size stocks. So far, this strategy has yielded some impressive results. The top Boom stocks were up 9% versus the bottom Boom stocks year to January 17, following 18% gains over…
Boom Stocks
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger 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