Continued from Pt.2….Value investing: The academic research [Pt. 2] Part one can be found here: Value investing: The academic research [Pt. 1] [schloss] Value Investing – Study three: Risky Combining Value and Momentum The third and final study in UBS’s academic research report on value is Gregg Fisher, Ronnie Shah & Sheridan Titman paper titled, “Combining Value and Momentum”. As the headline states, the paper looks at the benefits of combining value and momentum as a strategy. It’s well documented that both strategies, on a standalone basis, can generate excess returns, but momentum strategies are usually held back by trading costs,…
Value investing: The academic research [Pt. 3]
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