Should You Be Factor Investing?

Factors are on the cutting edge of financial market research, but they are also being used to market products that may be detrimental to investors. Don’t get me wrong, factors are more than a sales pitch. They are the mechanisms that drive asset returns.

I’m Ben Felix, Associate Portfolio Manager at PWL Capital. In this episode of Common Sense Investing, I’m going to tell you about factor investing.

Referenced in this video:
Actively Managed Funds In Canada Are Still Terrible - https://www.youtube.com/watch?v=slH1yygvGTY&feature=youtu.be&ab_channel=BenFelix
Active Funds Exposed - https://www.pwlcapital.com/active-funds-exposed/
The Cross-Section of Expected Stock Returns - https://onlinelibrary.wiley.com/doi/abs/10.1111/j.1540-6261.1992.tb04398.x
On Persistence in Mutual Fund Performance - https://onlinelibrary.wiley.com/doi/abs/10.1111/j.1540-6261.1997.tb03808.x
The Other Side of Value: The Gross Profitability Premium - http://rnm.simon.rochester.edu/research/OSoV.pdf
…and the Cross-Section of Expected Returns - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2249314
Couch Potato Model Portfolios for 2015 - https://canadiancouchpotato.com/2015/01/15/couch-potato-model-portfolios-for-2015/

------------------
Visit PWL Capital: https://goo.gl/uPcXg7
PWL Capital Blog Post: https://www.pwlcapital.com/figuring-out-factor-investing/
Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company-beta/105673/

Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/
------------------
Video channel management, content strategy & production by Truly Inc.
- Website: http://trulyinc.com
- Twitter: https://twitter.com/trulyinc