Knowledge Factor Tag

Review: Over the last week or so we've been highlighting how factor investing is not as cut and dry as advertised. The traditional simple factors (value, size, momentum, quality, low volatility) sometimes work and sometimes don't so investors are left to make educated guesses about which...

In thinking about the long-term performance characteristics of the Knowledge Factor we were reminded of a quote from one of our favorite movies, "Christmas Vacation". Readers who are familiar with this movie surely remember the scene in which Clark Griswold, played by Chevy Chase, having...