How should an investment advisor think about building a portfolio for clients? Or how should an investor think about building a portfolio for
Many investors agree: Active strategies that try to beat the stock market have periods where they perform well (contributing to outperformance) and periods
As we pass the start of 2024, the dance of inflation and changing interest rates continues to be top of mind for many
Year-ahead commentary is challenging for us: We don’t have a crystal ball and we believe predictions contribute more to investment mistakes than outperformance.
When it comes to investing in general, investors should not lock themselves into any single way of looking at stocks. Cheap stocks don’t
San Diego, California – November 29, 2023 – Counterpoint Funds, a quantitative mutual fund and ETF provider specializing in systematic diversifier strategies, today
Many investors have been wondering about what place high yield (or investments with high yield exposure, such as high yield trend following strategies)
Some investors seem to be having a difficult time making definitive decisions so far in 2023. Conventional wisdom holds that a long-term strategic
Many investors are licking their wounds after 2022, a once-in-a-generation negative year for both fixed income and equities. A quarter into 2023, it’s
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
Firm-level variables that predict cross-sectional stock returns, such as price-to-earnings and short interest, are often averaged and used to predict the time series
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
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
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
Even when you’re sure a tax hike is coming; we believe you probably should avoid making any hasty decisions about your exposure to
An eye-catching rise in corporate default rates has investors wondering whether now is a good time to invest in high-yield corporate bonds. We
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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