Weekly Recap: Factors, Opportunity Zones, And Hedge Funds

Video length: 00:15:01

This week Ryan and I discuss three topics. First, we examine the returns to U.S. stock broken down by (1) size and (2) factors (mega-cap stocks were the place to invest over the last 5 years!). Second, we examine a post by Adam Tkaczuk on Opportunity Zones–a must read for those with low basis securities. Third, we examine a post by Tommi on Hedge Funds and their role in reducing mispricing.

Paper Links:

  1. Factor Investing Fact Check: Are Value and Momentum Dead?
  2. Want to Minimize Capital Gains Taxes? Check Out Our Guide to Opportunity Zone Investments
  3. Hedge Funds may Profit from Stock-Picking and Help Reduce Mispricing

Join thousands of other readers and subscribe to our blog.

Disclaimer: Please remember that past performance is not an indicator of ...

more
How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.