Investment Strategy Research

In-depth analysis and evaluation of investment methodologies and strategies with real performance data.

Momentum Jan 2024

Momentum Investing in Large-Cap S&P 500 Stocks

Cross-sectional strategy based on price momentum, monthly rebalancing, 12.4% annual return.

Sharpe: 1.85 Max DD: -18.2% Read more
Mean Reversion Jan 2024

Mean Reversion in Sector Pairs Trading

Tech-Financial-Energy sector pairs, 20-day lookback, weekly rebalancing, 9.8% annual return.

Sharpe: 1.42 Max DD: -12.5% Read more
Factor Investing Dec 2023

Factor Investing in Russell 3000

Value-Momentum-Quality-Low Volatility four-factor portfolio, monthly factor scoring.

Sharpe: 1.65 Max DD: -15.8% Read more
Machine Learning Dec 2023

Machine Learning in S&P 500 Stock Selection

Technical + Fundamental + Alternative data, weekly model retraining, neural networks.

Sharpe: 1.35 Max DD: -14.2% Read more
Value Nov 2023

Value Investing in Russell 1000 Value Stocks

Low valuation screening (P/E < 15, P/B < 2), high dividend yield, quarterly screening.

Sharpe: 1.25 Max DD: -22.3% Read more
Arbitrage Nov 2023

Statistical Arbitrage in Sector ETF Pairs

30+ cointegration pairs, 60-day rolling window, daily rebalancing.

Sharpe: 1.55 Max DD: -10.8% Read more
Risk Parity Oct 2023

Risk Parity in Multi-Asset Portfolios

Equity-Bond-Commodity-REITs four-asset portfolio, monthly risk calculation.

Sharpe: 1.35 Max DD: -11.5% Read more
Smart Beta Oct 2023

Smart Beta in Russell 1000

Low volatility-Quality-Momentum factor tilt, monthly factor scoring.

Sharpe: 1.28 Max DD: -16.2% Read more
HFT Sep 2023

High-Frequency Trading in Liquid ETFs

SPY/QQQ/IWM ultra-liquid ETFs, real-time order flow, second-level positions.

Sharpe: 2.5+ Max DD: -3.2% Read more
Volatility Sep 2023

Volatility Trading in VIX Futures

VIX futures + SPX options + volatility ETFs, daily volatility signals.

Sharpe: 1.62 Max DD: -19.5% Read more
Sector Rotation Aug 2023

Quantitative Sector Rotation in S&P 500 Sectors

11 sector ETF rotation, monthly economic indicators.

Sharpe: 1.48 Max DD: -14.8% Read more
Hybrid Aug 2023

Quality-Momentum in Russell 1000

Quality score (ROE/ROA/debt ratio) + 6-month momentum, monthly portfolio scoring.

Sharpe: 1.58 Max DD: -13.2% Read more
Event-Driven Jul 2023

Quantitative Event-Driven in S&P 500

Earnings/M&A/split/dividend events, event-triggered trading, 5-20 day positions.

Sharpe: 1.38 Max DD: -15.5% Read more
Long-Short Jul 2023

Long-Short Equity in Russell 2000 Small-Cap

Long top 50 momentum, short bottom 50 momentum, monthly ranking.

Sharpe: 1.42 Max DD: -11.2% Read more
Trend Following Jun 2023

Trend Following in Multi-Asset Markets

Equity-Bond-Commodity-Currency multi-asset, daily trend signals.

Sharpe: 1.42 Max DD: -16.8% Read more
Arbitrage Jun 2023

Convertible Arbitrage in Convertible Bonds

50+ convertible bonds, daily Delta hedging.

Sharpe: 1.28 Max DD: -8.5% Read more
ESG May 2023

ESG Factor Integration in MSCI ESG-Rated Stocks

ESG score + Value + Momentum + Quality, quarterly ESG updates.

Sharpe: 1.38 Max DD: -14.5% Read more
Fixed Income May 2023

Fixed Income Arbitrage in Treasury Curve

2Y/5Y/10Y/30Y Treasury bonds, daily curve analysis.

Sharpe: 1.18 Max DD: -6.8% Read more
Carry Trade Apr 2023

Carry Trading in Major Currency Pairs

EUR/USD/GBP/USD/AUD/USD/JPY/USD, daily interest rate monitoring.

Sharpe: 1.22 Max DD: -12.3% Read more
Quantamental Apr 2023

Quantamental in S&P 500

Quantitative model + fundamental analysis + news sentiment, weekly model updates.

Sharpe: 1.40 Max DD: -13.8% Read more