Lenses

We wrap up our analysis of alpha opportunity by evaluating where capital constraints may hinder active investors' ability to realize alpha.

We continue our discussion on diversification by introducing the alpha opportunity ratio and analyzing market sectors through this powerful lens.

This week we explore the challenges of portfolio diversification in covid-stressed markets with higher stock correlations.

We present a framework to help investors uncover alpha opportunities from pending Infrastructure spending legislation.

This week we look at the potential impact of the $1Trillion Infrastructure Bill on stocks focused on clean energy and the power grid.

This week we investigate which segments of the market deserve the most focus from investors grappling with inflation-induced anxiety.

This week we look at whether alpha is returning to the markets & illustrate methods for finding idiosyncratic, stock-specific opportunities.

This week we illustrate methods to screen portfolios for risky 2021 earnings season names and highlight some of the market’s most crowded stocks.

Building on our last two dives into Volatility, we apply our research to a real world portfolio management use case.

With evidence that low volatility investing may be re-emerging, we dive into the factor characteristics of high and low volatility stocks.