Weekly Recap from Alpha Architect for 06/28/2024

Weekly Recap from Alpha Architect for 06/28/2024

U.S. Companies Have Outperformed Japanese Companies, or Have They?

By Larry Swedroe

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Smart rebalancing for factor strategies

By Tommi Johnsen, PhD

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Recent Articles:

When Shorts Don’t Short

How to Track Retail Investor Activity in TAQ

Private Equity May Not Be the Diversifier We Think (Due to Volatility Laundering), But Private Credit Could Be



What We Do?

We are a research-intensive asset management firm with a focus on high-conviction factor exposures. More broadly, we seek to deliver “Affordable Alpha.”

Who We Are?

Alpha Architect empowers investors through education. We believe in transparency, systematic evidence-based decision making, and forming win-win client relationships.

Click here to learn more about us.

 

Our White Papers

Our firm mission is dedicated to investor education and we often highlight and discuss hypothetical results associated with our own research and/or the research of others. We rarely (if ever) discuss live performance on the “blog” area of our website, so the reader should assume that anything they read on the “blog” is hypothetical and subject to all the disclaimers below. We ask that you use your common sense when reviewing and interpreting research findings that use hypothetical results or live performance results. Clearly, there has never been a backtest published that wasn’t “good” and even live track records are subject to survivor bias. We must account for this intense selection bias when reviewing materials. See here for an article on this subject.

 

Full disclosures here.

Alpha Architect is a registered investment advisor. More information about the advisor, including its Form ADV Part 2, investment strategies, and investment objectives, are available by visiting AlphaArchitect.com.


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