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Style Research Expands in Asia Pacific, Opens Offices in Australia and Japan

Tuesday 17th October, 2017

London, Oct. 17, 2017: Style Research, the industry standard for factor-based equity analytics and portfolio communications, is investing further in Asia Pacific to enhance customer service to clients in the region and accelerate growth. In addition to opening offices in Melbourne and Tokyo, the firm has hired Jamie Spark as Managing Director for the region. Read More

Author: Style Research | Categories: News

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Effective Factors: Selecting Species From the Factor Zoo

Wednesday 20th September, 2017

Style Research applies six criteria to identify a factor framework for effective fund identification, comparison, and research. Our “Effective Factors” blog series has been exploring these criteria further. Here we discuss the benefits of being selective about factors for effective fund analysis.

How are fund buyers supposed to know which factors will be important for comparing thousands of equity funds when the underlying investment approaches are so different? How can they filter funds that reflect their investment views? Read More

Author: Bernie Nelson | Categories: Portfolio Analysis

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U.S. News Article: What to Do When Your Index Fund Changes

Wednesday 13th September, 2017

Bernie Nelson of Style Research discusses with U.S. News what to watch out for when a benchmark changes. Careful measurement is key when evaluating subsequent changes in an index fund. “The changes are not always immediately obvious,” says Bernie. What should investors consider?

Read more in the U.S. News & World Report article by Jeff Brown, “What to Do When Your Index Fund Changes.

Author: Style Research | Categories: News, Portfolio Analysis, Updates

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Effective Factors: Can You Differentiate Products?

Tuesday 12th September, 2017

Style Research applies six criteria to identify a factor framework for effective fund identification, comparison, and research. In this next post in our “Effective Factors” blog series, we take a deeper look at how an effective factor framework can help differentiate products in a more insightful way.

More investors are tuning in to the potential merits of factor investing and extending their investment thinking and fund selection to consider style categories such as quality, momentum, and volatility, alongside the more traditional styles such as value, growth, and size. An obvious question springs to mind.

Why are we still using style boxes that partition funds into Large Value, Mid Blend, and Small Growth type categories?

Read More

Author: Bernie Nelson | Categories: Portfolio Analysis

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Style Research Analyzes Latest Factor Performance for the FT

Thursday 7th September, 2017

Authers’ Note: The Value of a Clean Balance Sheet

“Value is often a style that begins to win as soon as economies start to recover.” So why is value underperforming? John Authers of the FT spoke to Bernie Nelson of Style Research to understand what is happening. Bernie observes that so far this year, it is actually the factor of predicted growth that is contributing most to performance.

Read more in the Financial Times article, Authers’ Note: The Value of a Clean Balance Sheet, including Style Research analysis.

Author: Style Research | Categories: News, Portfolio Analysis, Updates

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Style Guide: Rediscovering Magellan

Tuesday 5th September, 2017

Analysts delve deep into portfolio holdings to see what drives performance.

The Fidelity Magellan fund, it is fair to say, has had its ups and downs. This should perhaps be no surprise given it was launched in 1963. Since then it has had eight managers, each one doing things differently from the last. Read the Citywire article, including independent analysis and charts from Bernie Nelson of Style Research.

Author: Style Research | Categories: Insights, News, Portfolio Analysis, Updates

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