I wanted to send you this article shortly after the end of the third quarter 2016 but, like a lot of things, it slipped my mind.
What has worked in 2016 – value is not dead
I will get right to the point about what strategy would have given you the best return so far in 2016.
Here is a short summary:
Price to book worked VERY well +34.6% (who would have thought that)
Quality did not work
Momentum was a disaster
Your performance tracking analyst
Wishing you profitable investing
Tim du Toit
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