MI Rewind: Buying Winners Through Momentum Investing w/ Wes Gray
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Momentum Picks in March 2020
In March 2020, if we got lucky in momentum, like value got absolutely destroyed as you can imagine. There was no bids. I think Q-Val was down like 50%. And then if you were in smaller names, I know people that run funds like Intramont, they had like 75, 80% drawdowns,. Momentum also obviously had a big drawdown. But because by nature, it was owning high momentum names going into that.
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