The Case Against Factor Investing

About this Episode
Investing in “smart beta” was the rage in the early 2000s, as small-cap-value stocks vaulted over large-cap-growth stocks. But like all supercharged investment strategies, it didn’t last. Factors premiums have not materialized since the financial crisis. For most of the last decade, value has underperformed growth, driving the underperformance of the largest category of smart-beta strategies. Bob Huebscher dives into the case for and against factors in this interview with long-term investment adviser, Rick Ferri.

Show Resources
Rick’s firm, Ferri Investment Solutions: https://rickferri.com/

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