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Victor Haghani, Founder and CIO, Elm Partners

Alpha Exchange

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Is Indexation Just a Closed Momentum Strategy?

i just wanted to get your take on the basic strategy of indexation. You've done some writing, i think, pushing back a little bit against the notion that the things like market cap weighted strategies are just prone to being overly momentum base. So you've pushed back against that a little bit. And then the second, just related is, how do you get away from, it's two thousand and you're a index manager, to technology stocks, and you're buying the triple cue at a 70 p e? At what point do you say, boy, i'm supposed to be price agnostic. I'm just in the market, but the price of entry is just so unapp

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