Justin spoke at the Investing in Smart Beta conference this week in Fort Lauderdale, FL. He spoke alongside Research Affiliates in a session titled “The Smart Beta Checklist: Choosing The Best Strategy & Risk/Return Profile For Your Portfolio.” Here’s a quick description:
Depending on market conditions and clients’ objectives, an array of disparate smart beta strategies can work in different circumstances. Just as emerging markets have different characteristics from their mature developed counterparts, a strategy that is most appropriate early in a bull market may display signs of fatigue late in the cycle. This session will detail what lessons can be learned from the experience of smart beta in the last decade.
Justin’s deck highlighted lessons from Warren Buffett and how they can be applied to smart beta and factor investing. We hope you enjoy!