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it's - 2 Hennessy - 1 Ryan Kelley - 1 Russell Midcap - 1 Kelley - 1 we've - 1 You'll - 1 Subramanian - 1
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Funds - 1 Hennessy - 1 30 - 1 of America - 1 Bank of America - 1 US Equity - 1 Materials - 1 Nasdaq - 1

Search resuls for: "Russell Midcap"


2 mentions found


☆ The simple 4-part filter that a legacy fund has used to beat the S&P 500 for over 2 decades
  + stars: | 2024-11-30 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +5 min
Those who threw in the towel might be licking their wounds as growth stocks continue to outperform value dramatically. Instead, it builds a simple filter based on backtested factors dating decades to determine the key variables that have worked over time, says Ryan Kelley, CIO of the fund. For the Hennessy Cornerstone Mid Cap 30 Fund, that filter has been boiled down to a four-step process used for 21 years. "We absolutely just let the numbers dictate what we own, and it takes some discipline and it takes some trust in the process," Kelley said. By the time the filter process is complete, thousands of US stocks have been filtered down to about 125 to 150, which is still too much.
Persons: Hennessy, Ryan Kelley, Russell Midcap, Kelley, we've, You'll, it's Organizations: Funds, Hennessy, 30
☆ Here's how Bank of America is telling traders to invest up and down the spectrum from large cap to small to book maximum profits while playing smart defense
  + stars: | 2023-05-31 | by ( Marley Jay | ) www.businessinsider.com   time to read: +5 min
Its equity strategists say that value criteria tend to work best in small- and mid-cap stocks. They added that small caps are an especially good pathway to diversification right now. But they noted that investors can use small caps to diversify their portfolios while also being rewarded for better stock picking. "High Projected Long-Term Growth has not been a strong stock selection factor over the long-term," they wrote. "The best way to pick stocks within small caps over the long-term has been buying stocks with high free cash flow to enterprise value" and other metrics based on free cash flow yields.
Persons: Subramanian, it's, Jill Carey Hall, Nicolas Woods, Woods, Russell, Russell MidCap Organizations: of America, Bank of America, US Equity, Materials, Nasdaq, Bank of
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