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Factor Investing

Tilting portfolios toward traits like value, momentum, size, quality, low vol

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Fundamental

Factor Investing

Tilting portfolios toward traits like value, momentum, size, quality, low vol

Definition

Factor investing targets specific return drivers (factors) like value, momentum, quality, size, and low volatility. It goes beyond market-cap weighting to systematically harvest factor premiums based on academic research.

Related Topics

#smart beta #factor premiums #systematic investing #alternative weighting

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Related Terms

Ab

Absolute Return

Fundamental
Ac

Accrual Accounting

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Ac

Active Management

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Al

Alpha

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Am

Amortization

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Ba

Balance Sheet

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Category: Fundamental

Fundamental analysis examines a company's financial health, management quality, and market position to determine intrinsic value.

View all Fundamental terms →