Equity Income — 2 (of 5) Key Considerations for Investors

Categories Author: Ehren Stanhope, Income, Investing

Here I’ll cover the first 2 of the 5 key considerations for equity income investors, and 3 more in Part 2.

At a time when demand for income generating assets is at an all-time high, the yields on income generating assets are at, or near, all-time lows. While the headlines often speak to the number of Baby Boomers entering retirement, the more important statistic is actually the amount of wealth entering retirement. Continue reading “Equity Income — 2 (of 5) Key Considerations for Investors”

Factor Alpha & International Investing: Part 4 (of 4)

Categories International, Investing, Momentum, OSAM Research, Value

(This is the fourth in a series of four posts that examine the efficacy of factor-based investing in the International market.)

Active Management Landscape  Continue reading “Factor Alpha & International Investing: Part 4 (of 4)”

Factor Alpha & International Investing: Part 1 (of 4)

Categories International, Investing, Momentum, OSAM Research, Value

(This is the first in a series of four posts that examine the efficacy of factor-based investing in the International market.)

Strategies should deliver concentrated factor exposures designed to deliver alpha. Unfortunately, the proliferation of factor investing over the recent past has missed this key point. Instead, most factor-based or Smart Beta strategies consist of hundreds of holdings where the bulk of the weight is allocated to the largest companies while providing only slight factor tilts. Continue reading “Factor Alpha & International Investing: Part 1 (of 4)”

When a “Value” Company is not a Value

Categories Author: Chris Meredith, Investing, OSAM Research, U.S., Value

Value has broadly been accepted as an investing style, and historically portfolios formed on cheap valuations outperformed expensive portfolios. But value comes in many flavors, and the factors(s) you choose to measure cheapness can determine your long-term success. Continue reading “When a “Value” Company is not a Value”