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The Best of Both Worlds:
Combining Momentum and Value Strategies
There is substantial evidence that both value and momentum strategies have historically generated above-average returns over time. Importantly, the excess return that these strategies deliver is negatively correlated therefore using both strategies in one portfolio can lower risk and improve portfolio efficiency. In this paper we will present some of the research produced by academicians and practitioners on the effectiveness of momentum and value strategies. Moreover, we will provide a real world example of combining these strategies into a single portfolio.
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