Factor Investing

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Managing Risk in a Post-YOLO Market

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 companies and

ESG Stocks Are Actually Just Expensive Stocks

ESG Stocks Are Expensive

Environmental, social, and governance (ESG) stock investing strategies are designed to make the world a better place by investing in companies that rate highly on

One for the TINAs

One For the TINAs

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 unconventional, and

Analysts and Anomalies

Analysts’ price targets and recommendations contradict stock return anomaly variables. Using an index based on 125 anomalies, we find that analysts’ annual stock return forecasts

The Keys to Smart Equity Investing

In today’s hypercompetitive investment landscape, active investment managers must earn their fees by targeting genuine opportunities to outperform. To do this, managers need to use

Bigger Isn’t Always Better

Markets always find new ways to challenge investors.  In a difficult environment for quantitative factor-driven strategies, merely having factor diversification, substantial portfolio exposure to short

Where Factor Investing Has Worked

Counterpoint Tactical Equity and Counterpoint Long-Short Equity funds are built on confidence in the advantages of adding international names to our multifactor long-short stock portfolios.

Where Did All the Alpha Go?

We all know the 2008 financial crisis completely upended Wall Street. Storied firms disappeared; Dodd Frank ushered in a new regulatory regime; and central bankers

Anomalies and News

Using a sample of 97 stock return anomalies, we find that anomaly returns are 50% higher on corporate news days and are 6 times higher

Short-Selling Risk

Short sellers face unique risks, such as the risk that stock loans become expensive and the risk that stock loans are recalled. We show that

Are Factor Returns Still A Factor?

As stock indices continue to soar to all-time highs and painful drawdowns remain scarce, investors have begun to question the value of active strategies. They






STAY CONNECTED

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.

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