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AEI s favorite books of 2020 | American Enterprise Institute

AEI s favorite books of 2020 | American Enterprise Institute
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What quant funds actually do – Investment Watch

This is the bread-and-butter for quant funds. AQR has pioneered this space the most. Multifactor models are models designed to extract cross-sectional risk premia in markets. Put simply you look at all the stocks in a market. Rank them based on some metric(s). Long the top decile. Short the bottom decile. If that market-neutral portfolio outperforms on a consistent basis then well done! You have found a risk premium. Classical and well known risk premia include: Momentum – stocks that moon continue to moon. Size – small caps tend to outperform large caps. Value – high-value stocks tend to outperform low-value stocks.

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