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Access any one of the academic papers below that supports our value and momentum investment strategy.

Applying Value and Momentum Across Asset Classes

By: David Blitz and Pim Van Vliet
Momentum Investment Strategies of Mutual Funds, Performance Persistence, and Survivorship Bias

By: Russ Wermers
Momentum Investment Strategies, Portfolio Performance, and Herding: A Study of Mutual Fund Behavior

By: Mark Grinblatt, Sheridan Titman, Russ Werners
Does Trend Following Work on Stocks?

By: Cole Wilcox
Generalized Momentum Asset Allocation

By: University of Warsaw Faculty of Economic Sciences
The 52-Week High and Momentum Investing

By: Thomas J. George and Chuan-Yang Hwang
On the Nature and Origins of Trend Following

By: Stig Ostgaard

Global Tactical Asset Allocation

By: Goldman Sachs
Modern Tactical Asset Allocation

By: Harindra de Silva

Modern Portfolio Theory

Click on any of the articles below to download and read about modern portfolio theory.

A Proposed Resolution to Problems in Modern Market and Neo-Classical Economic Theory

By: S.B. Von Helfenstein
The Unique Risks of Portfolio Leverage: Why Modern Portfolio Theory Fails and How to Fix It

By: Bruce I. Jacobs and Kenneth N. Levy
The Quality Dimension of Value Investing

By: Robert Novy-Marx
Value and Momentum Everywhere

By:Clifford S. Asness, Tobias J. Moskowitz, Lesse Heje Pedersen
Value Investing: The Use of Historical Financial Statement Information to Seperate Winners from Losers

By: Joesph D. Piotroski

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