Wes Gray is the founder of Alpha Architect, the author of Quantitative Value and Quantitative Momentum, and an expert in systematic investing. In this interview, we discuss the recent struggles of value investing and how the current period fits into a long-term context. We also talk about the nuts and bolts of building a value strategy, including the pros and cons of value composites and the role of quality in a value portfolio. We hope you enjoy the discussion.
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ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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Information
- Show
- FrequencyUpdated Weekly
- PublishedMay 31, 2020 at 6:00 PM UTC
- Length42 min
- Season1
- Episode26
- RatingExplicit