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Stocks on the Move: Beating the Market with Hedge Fund Momentum Strategies by Andreas F. Clenow
Nov 16, 2023
Andreas F. Clenow, author of 'Stocks on the Move: Beating the Market with Hedge Fund Momentum Strategies,' discusses the flaws of traditional investment funds and the superiority of momentum investing. He explores implementing momentum strategies through market conditions, stock sorting, and position sizing. Clenow emphasizes managing portfolios by reviewing and adjusting stock allocation, as well as using trend filters and risk parity in momentum investing.
13:19
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Quick takeaways
- Momentum investing focuses on individual stocks with strong price trends, outperforming the market.
- Including a market-conditioned filter is essential to apply the momentum strategy effectively.
Deep dives
Momentum investing as an alternative to traditional investment funds
Andreas F. Kleenau argues that traditional investment funds often fail to deliver expected returns due to peer pressure and market trends. He suggests momentum investing as a superior strategy that yields high returns, provided it is carried out systematically and disciplined.
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