Adam Butler, CFA, CAIA
Adam Butler, CFA, CAIA

ReSolve’s Riffs on Value Investing

Videos & Podcasts

We were joined this week by our friends Wes Gray (Alpha Architect) and Tobias Carlisle (Acquirers Funds) to discuss value investing, its prolonged winter and how it has fared in the current environment. This broad conversation includes:

  • How value has historically outperformed growth, despite appearing to lag most of the time
  • The mental – and emotional – fortitude required to stick with it during tough periods
  • Active share – disaggregating value from broad equity beta
  • Difference between harvesting Value in Long-Only vs Long-Short strategies
  • Raw yields vs Excess yields
  • Separating Value from Quality

The group also compared different value metrics against portfolio turnover and capacity, their relative cheapness with respect to the market as well as versus themselves over time.

Please enjoy this episode and join us live next week!

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Adam Butler, CFA, CAIA
Adam Butler, CFA, CAIA
Adam Butler is Chief Investment Officer of ReSolve Asset Management, sub-advisor to an alternative allocation strategy at Rational Funds. He manages ETF and futures based strategies including a global risk parity ETF, two Adaptive Asset Allocation funds, and a multi-strategy hedge fund. Adam is also author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times and is ranked in the top 1% of authors by paper downloads on SSRN. He has authored over a dozen papers and dozens of articles on asset allocation; factor investing; quantitative methods; and portfolio optimization. Adam holds both CFA and CAIA charters and appears on BNN Bloomberg and CNBC.

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