We must invest with a multi-factor mindset

Michael Furey  |  Delta Research & Advisory  |  03 June 2022  |  0.50 CE

Over the last couple of years, the value and growth styles in equity markets have traded dominance, with value recently gaining the upper hand as inflation and bond yields have increased sharply. But looking at funds through a simple value/growth style lens is not enough. We must take a multi-factor approach to analysing funds – including ESG, Quality, Size, amongst others – to reveal the full picture and ensure equity portfolios reflect the investor’s longer-term philosophy and/or shorter term views.

Presentation  (23 mins)  |  Slides

Podcast  (23 mins)

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