Year-ahead commentary is challenging for us: We believe predictions contribute more to investment mistakes than outperformance. But the New Year does offer opportunity
As we near the end of 2022 we thought it would be helpful to remind investors why diversifier strategies matter. No strategy works all
Some investors have shown increased interest in long-short equity strategies amid a down year for stocks and bonds. But proper diligence requires more
While looking at top holdings of a factor-based equity strategy can be deceptive, investors still need some way to grasp how quantitative managers construct their
Top holdings within a portfolio are often shorthand for how a manager thinks about stocks. If the ten holdings are cheap, we’re probably
As a group, meme stocks underperform the rest of the stock market, except in brief, exhilarating periods of outperformance. The long-term risk-reward profile
Year-ahead commentary is challenging for us: We believe predictions contribute more to investment mistakes than outperformance. But the New Year does offer opportunity
While some politicians and market commentators have called recent inflationary pressures transitory, it’s by no means clear we are out of the woods.
In 2020, innovation-focused visionaries and YOLO option traders on Reddit message boards were an unmistakable force in the U.S. stock market. Unprofitable tech
The term “bubble” is great for describing investment environments where enthusiasm and speculation dominate over longer-term fundamentals. Here’s how financial bubbles, the kind
Environmental, social, and governance (ESG) stock investing strategies are designed to make the world a better place by investing in companies that rate
As crazy as it sounds, the YOLO traders of 2020 and 2021 are not necessarily doomed. These call option – happy investors, who
We have information for investors who are rightly skeptical of today’s bond market and tilting their portfolios toward stocks. What we’re offering is
As interest rates hit record lows, some investors argue that bonds are no longer a useful diversification tool. Howard Lindzon of StockTwits and
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that
[We open on the interior of an office, where a single investment professional sits at a trading station. The NARRATOR enters stage right.]
A common rule of thumb (or, in academic-speak, “heuristic”) is leading investors to see too much promise in too many firms. This mistake
Analysts’ price targets and recommendations contradict stock return anomaly variables. Using an index based on 125 anomalies, we find that analysts’ annual stock
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
5516-NLD-09/01/2021
We’ve received your request for the featured event collateral. A Counterpoint Funds team member will be in touch shortly.
Subscribe to stay up to date on and receive our monthly perspective.
We’ve received your meeting request and a Counterpoint Funds team member will be in touch shortly.
Subscribe to stay up to date on and receive our monthly perspective.
We’ve received your event registration request and will be in touch shortly.
Subscribe to stay up to date on Counterpoint Funds and receive our monthly perspective.
We have received your application and look forward to reviewing your qualifications for the role. If your application seems like a good fit, we will contact you to discuss next steps.
Thank you again for your application and interest in joining the Counterpoint team!
We’ve received your message. A Counterpoint Funds team member will contact you soon.
Subscribe to stay up to date and receive our monthly perspective.