Understanding Style Investing
Style investing uses a disciplined, systematic process to identify securities for a portfolio based on consistent and repeatable drivers of return. These are called styles, factors or themes, and are grounded in empirical evidence and economic intuition. Some of the most well-known styles are Value, Momentum, Carry, and Defensive. These, among many others, form the building blocks of AQR’s systematic approach to investing.
How does it work?
Each of these four styles identifies a specific set of characteristics in the securities of an asset class that help distinguish winners from losers.
Systematic Equity Investing
Our research shows that combining multiple pervasive styles in one portfolio, implemented across a broad investment universe including multiple asset classes and countries, can provide distinct portfolio benefits over time.
There can be no assurance that any investment strategy will be successful.
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The information provided herein (including any separate documents that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of AQR Capital Management, LLC (“AQR Capital”) nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to AQR about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances.
Diversification does not eliminate the risk of experiencing investment loss. There are risks involved with investing including the possible loss of principal.
View definitions of benchmarks and other terms used here. One cannot invest directly in an index.
There are risks involved with investing including the possible loss of principal.
Past performance does not guarantee future results.
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