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Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market

The Acquirers Podcast

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The Importance of Consistency in Momentum

One of the things that I have found interesting is like thinking back to late 2021, a lot of the value strategies like loaded up on energy. So I remember seeing this like over exposure to energy and that actually ended up kind of being a good thing for some of our strategies. The other sort of area that's perking up and that's been in the portfolio is these home builders, which I'm a little bit surprised just because where rates are. But they're still like the best performing things in there.

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