Style of Picks

Quality strategy

Betting Against Beta

Overweight low-beta and underweight high-beta names — low-beta stocks have historically delivered more return per unit of risk than high-beta ones, the opposite of what CAPM predicts.

Re-rank every 6–12 months; judge over a full market cycleAdvanced

Andrea Frazzini & Lasse Heje Pedersen — “Betting Against Beta”, Journal of Financial Economics (2014)