Compound Your Knowledge: Factors, Opportunity Zones, HFs

The Alpha Architect Round Up

This week Ryan and Jack discuss three topics. First, they examine the returns to U.S. stock broken down by (1) size and (2) factors (mega-cap stocks were the place to invest over the last 5 years!). Second, they examine a post by Adam Tkaczuk on Opportunity Zones–a must read for those with low basis securities. Third, they examine a post by Tommi on Hedge Funds and their role in reducing mispricing. Paper Links: Factor Investing Fact Check: Are Value and Momentum Dead? https://alphaarchitect.com/2018/11/15/factor-investing-fact-check-are-value-and-momentum-dead/ Want to Minimize Capital Gains Taxes? Check Out Our Guide to Opportunity Zone Investments https://alphaarchitect.com/2018/11/13/want-to-minimize-capital-gains-taxes-check-out-our-guide-to-opportunity-zone-investments/ Hedge Funds may Profit from Stock-Picking and Help Reduce Mispricing https://alphaarchitect.com/2018/11/12/hedge-funds-may-profit-from-stock-picking-and-help-reduce-mispricing/