En del af vores investeringsmodel i Falcon Invest er baseret på en videnskabelig tilgang til momentum. Her er en artikel om momentum vs. valueinvestering med konklusionen: “The underlying trend of the market is often as, or more, important than stock price levels, but performance will eventually catch up with how much you paid. BUT, momentum may help protect an investor when markets are rich and turn, as well as help keep an investor appropriately in the market even when valuations appear stretched.”.
http://econompicdata.blogspot.dk/…/valuations-do-matter-eve…
