Cliff Asness on Quant Value Investing
Masters in Business
Stock Selection Strategies on Auntie, You Should Have Had Him on Instead of Me
Inflationary periods don't mean we can't look at inflationary periods, he says. The core stock selection strategies on auntie is again, I keep quoting auntie, you should have had him on instead of me. He has done a lot of our work on showing the environments that factor investing tends to do better or worsen by factor and as a group. But when it comes to factors, doesn't mean there aren't some big factor events, but they occur in all environments.
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