Don’t Take Value at Face Value

Most professionals evaluate portfolios using factors. But making selections based on a single factor does not tell the full story. When you focus on multiple factors instead of only one, you can make better investment decisions. Our latest report, Don’t Take Value at Face Value, examines what a multi-factor framework means and proves its benefits through a real-world example that overlays a Quality framework against Value stocks.

This report utilizes performance data from 1985-2022 to provide insights into how:

• Exposure to Quality effects performance of Value stocks
• Performance changes during market downturns
• Managers can use a multi-factor approach to verify and demonstrate their investment style
• Fund selectors can use a multi-factor approach to research and evaluate managers

Download the report today.

To see how a multi-factor focus can help you evaluate your portfolio, view a sample Portfolio Analyzer report and contact us to request a demo.

About the Author:

Jim Monroe
Product Manager
Investment Metrics, a Confluence company