What is an Investment Style?

Investment style refers to the approach used to evaluate and select investments, focusing on different factors:

  • Quality Factor: Assesses how well a company is managed, its profitability, and cash generation. Strong, well-managed companies often deliver better returns.
  • Value Factor: Evaluates whether a company’s stock is fairly priced based on its assets and profit-making potential.
  • Momentum Factor: Identifies stocks with strong recent performance, based on the expectation that this trend will continue.