Factor Investing: A Deeper Dive

In this video, I take a deeper dive into the intriguing world of factor investing, expanding on the foundational concepts and exploring advanced strategies for those looking to enhance their investment portfolios. Factor investing, an approach that targets specific drivers of return, can be a powerful tool for investors aiming to optimize performance and manage risk.

I’ll explain the theory behind factor investing and discuss the five primary factors: value, size, momentum, low volatility, and quality. You'll learn how each factor works, the historical evidence supporting their efficacy, and the economic rationale behind their expected returns.

I'll also discuss the role of factor investing in the context of a diversified investment strategy, particularly how it can be integrated with other investment approaches to create a robust portfolio.

Your thoughts and questions are invaluable, so please share them in the comments below. Are there particular factors you’ve considered or used in your own investments? What challenges or successes have you encountered in factor investing?

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The contents of this video do not constitute advice. Neligan Financial is authorised and regulated by the Financial Conduct Authority. Capital at risk.

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