Matt Jones · Equity Mates Investing Podcast · Momentum, market concentration & two out-of-favour stocks with Matt Jones
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calculate momentum exposure as stock momentum multiplied by its weight in the fund
“What you want to do is hold your fund in slightly different weights compared to how strong the momentum is from each stock, and make sure you have some exposures outside of that momentum bucket as well.”
“Where is momentum most profitable? It will be in the small stocks, the stocks with little analyst coverage, the stocks outside the US.”
“Momentum will be strongest in small stocks and stocks with little analyst coverage because they are more likely to be under-reacted to.”
“We launched a very interesting product called the 30 momentum out of the mid-cap 150. It rebalances every quarterly.”
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