quality

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 6, 2019 by Jon Hirtle · across every show →

Everything said about quality, oldest first

May 6, 2019 positive
Opinion
The size factor is questionable compared to valuation, momentum, and quality
“We think there are some sustainable factors that add value, like valuation and momentum and quality. Size is a little more questionable, in our opinion, but we're still looking at factors all the time.”
Jon Hirtle May 6, 2019 ▶ 21:44 Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
Mar 30, 2020
Insight
Inker: Bear markets progress across three distinct phases of quality and valuation
“In the first stage of bear markets, everything tends to go down the same, and if anything helps, it's quality. In the second phase, valuation tends to matter. That doesn't mean value stocks always outperform in the second phase. It is the stuff that has gotten…”
Ben Inker Mar 30, 2020 ▶ 1:14:16 Ben Inker – Value Investing at GMO (First Meeting, EP.17)
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