While growth-oriented investments play a role in many successful portfolios, it’s important to consider current valuations in relation to future market corrections. In an article for FactSet, Global Beta’s Justin Lowry explores this idea further.
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Time Tested Solutions for Every Factor
We offer index and ETF strategies, provide support for growth, and tools to help investors, advisors, and institutions meet their goals and objectives. Discover how we can help you.
Exploring Factors and Valuations
Helping clients reduce the impact of sudden, unforeseen market volatility in their investment portfolios is critical to wealth preservation and growth. Many advisors are using research-proven factor-based strategies to help their clients manage risk and enhance returns under variable market conditions. Using factors allows financial advisors to tailor their client’s portfolio in the direction they feel best fits the needs of that client. Download our latest brochure to learn more about factor investing and Global Beta Advisor’s factor-based products.
Free On-Demand Webinar: Harnessing The Power Of Price-To-Sales
Free On-Demand Webinar: Harnessing The Power Of Price-To-Sales
Listen to Vince Lowry, Global Beta Advisor’s CEO, as he shares his insights and perspectives in this informative webinar on using price-to-sales ratios to predict future stock returns. Along with David Armstrong, editor-in-chief of Wealthmanagement.com, Lowry discusses the power of evaluating investments based on price-to-sales multiples, associated research illustrating the correlation between price-to-sales and future returns, and why companies with high price-to-sales multiples must grow their revenues at an exponential rate compared to the rest of the market.
Presenter: Vince Lowry
CEO Global Beta Advisors LLC
Portfolio Model Strategies Built on Academics
and Powered by 30 Years of Combined Knowledge
Using our years of experience, extensive academic research, and industry knowledge our team has developed seven different index strategies designed to drive returns for your portfolio.
Global Beta Value/Quality Index
This strategy takes the 100 securities with price-to-sales ratios that fall into the lowest quintile in the S&P 500.
Global Beta Small-Mid Index
This strategy takes the 100 securities with 12-month trailing revenue growth rates that rank in the highest quintile in the S&P 600.
Global Beta Growth/Momentum Index
This strategy takes the 100 securities with Sharpe Ratios (i.e.: risk-adjusted return) that rank in the highest quintile in the S&P 500.
All Cap Multi-Factor Strategy
This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, the Global Beta Low Beta index, and the Global Beta Small-Mid index tactically.
Global Beta Low Beta Index
This strategy takes the 100 securities with betas that rank in the lowest quintile in the S&P 500.
Global Beta Large Cap Multi-Factor Strategy
This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, and the Global Beta Low Beta index tactically.
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Free eBook:
Science behind Factor Based Investing
A factor-based investing framework integrates factor exposure decisions into the portfolio construction process. The framework involves identifying factors and determining an appropriate allocation to the identified factors. But what are factors? Download our free eBook to learn the science behind factor based investing.
Insights: Educational Articles, Commentary and Perspectives
The world has changed in many ways since COVID-19 took it by storm in 2020, and Wall Street has certainly felt the effect. Fiscal and monetary stimulus coupled with increased curiosity in the stock market due to the afforded time from better work flexibility, easier access to financial information, and cheaper trading costs has caused a phenomenon in the
Factor investing is a strategy that chooses securities on attributes that are associated with higher returns. From a theoretical standpoint, Factor Investing is designed to enhance diversification, generate above-market returns and manage risk. Learn more about Factor Investing by watching our video here.