What’s Next in Factor-Based Investing – Lumen’s Methodology

Lumen discusses factor investing, an investment approach where stocks are selected based on quantifiable factors that drive the differences in risk or rate of return of stocks. The article describes the history of factor investing and provides insights into the use of various factors in portfolio construction and how Lumen quantifies these factors, especially the unique Economic Value Added (EVA) concept as metrics of value. We also shared some observations of the factors selected.

Our View towards China (A) Market – Intrinsic Value vs. Intrinsic Risk

Have you missed the strong rally in the Chinese market since Fall of 2022 and wonder if you should get it?

See our view via this Tableau viz.

We are cautious though there are specific sectors like the financials that have value.

Contact us for more information.