October 18, 2024

Active management with quantitative versus fundamental approaches

Institutional investors are faced with the question of whether quantitative or fundamental investment strategies offer greater additional value. In a comprehensive empirical analysis of over 7300 institutional equity composites from 2000 to 2022, we examine how the two approaches differ in terms of their performance, persistence, characteristics and success factors. We provide investors with data-based insights for successful manager selection.

You can download the article as an ePaper under the following link after registration.

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alphaport Research

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