Resources

This page is intended to further educate the readers on topics of relevance for our investing strategies.

• The concept - Relative strength

  Research Papers:

  • Relative strength strategies for investing
  • Applying Value and Momentum across Asset Classes in a Quantitative Tactical Asset Allocation Framework
  • Momentum and value everywhere
  • The case for momentum investing
• The tool - Exchange Traded Funds (ETFs)
  • The 7 advantages of ETFs over Mutual Funds
  • Definition, use and advantages: a lot of resources at Investopedia
  • ETF Database
  • Main ETFs issuers: iShares, SPDR, Guggenheim…
  • Morningstar resources