Back

Fundamental Factors: An introduction to factor investing

Fundamental Factors: An introduction to factor investing

Insight

PDF 362.6KB

27 September 2017

Sound investment principles have a long and illustrious history of being passed down from generation to generation of traders, merchants and investors all over the world. Concepts of value investing, forecasting cash-flows and avoiding unknowable risk have been recorded in most civilizations from ancient aboriginal tribes bartering in Australia to modern-day stock-market investors.

Investment principles contain guiding philosophies or rules about how money should be invested, with ideas like looking for bargains (attractive prices), understanding the details of businesses and knowing what the market (and other investors) expectations are. Investment principles therefore represent the essence of good investment practices, and act as a guide for investment decisions...

Download the full report

Download Fundamental Factors part 2: Around the world in four factors 

Download Fundamental Factors part 3: Machine learning in factor investing