Comprehensive Investment Guide

Investment Methods

Explore quantitative and traditional investment methodologies powering modern portfolio management

Total Methods
50+
Quantitative
20+
Traditional
15+
Hybrid & Alt
15+
Quantitative

Momentum Investing

Momentum Equity Factor

Systematic strategy exploiting the tendency of assets with strong recent performance to continue outperforming. Based on Jegadeesh and Titman's seminal research.

Returns
8-12%
Sharpe
0.5-1.0
Max DD
20-40%
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Quantitative

Mean Reversion

Statistical Pairs Trading

Capitalize on the principle that asset prices tend to oscillate around their long-term average. Uses cointegration analysis and statistical frameworks.

Returns
6-10%
Sharpe
0.6-1.2
Best In
Range
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Quantitative

Factor Investing

Factor Multi-Factor

Systematic approach targeting exposure to specific return drivers like value, momentum, quality, and low volatility using Fama-French models.

Excess
2-4%
Sharpe
0.7-1.3
AUM
$2T+
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Quantitative

Statistical Arbitrage

Arbitrage Market-Neutral

Sophisticated strategy exploiting temporary pricing inefficiencies between related securities using cointegration theory and advanced statistical models.

Returns
8-15%
Sharpe
1.0-2.0
AUM
$100B+
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Quantitative

Machine Learning / AI

AI/ML Deep Learning

Advanced strategies using neural networks, NLP, and alternative data to identify patterns and predict market movements beyond traditional methods.

Sharpe
1.0-2.0
Data
Alt
Model
NN
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Quantitative

Trend Following

CTA Multi-Asset

Time-tested strategy capturing persistent price trends across asset classes using moving averages, breakouts, and systematic position management.

Returns
8-12%
Sharpe
0.6-1.0
Crisis
Alpha
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Traditional

Value Investing

Fundamental Long-Term

Classic approach pioneered by Graham and Buffett, focusing on undervalued securities trading below intrinsic value with margin of safety.

Returns
8-12%
Horizon
3-5Y
Focus
Quality
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Traditional

Growth Investing

Growth Innovation

Focus on companies with above-average growth potential, emphasizing revenue growth, market expansion, and competitive advantages.

Returns
10-15%
Volatility
High
Focus
Tech
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Traditional

Dividend Investing

Income Yield

Income-focused strategy investing in companies with strong dividend track records, emphasizing dividend growth and sustainability.

Yield
3-5%
Growth
6-8%
Risk
Low
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Hybrid

Risk Parity

Allocation Multi-Asset

Portfolio construction approach allocating risk equally across asset classes to achieve balanced diversification and stable returns.

Returns
6-8%
Sharpe
0.8-1.2
Risk
Balanced
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Hybrid

Long-Short Equity

Hedge Fund Market-Neutral

Hedge fund strategy combining long positions in undervalued stocks with short positions in overvalued ones for market-neutral returns.

Returns
8-12%
Sharpe
0.8-1.5
Beta
Low
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Alternative

Options Strategies

Derivatives Volatility

Advanced strategies using options for income generation, hedging, and volatility trading including covered calls, spreads, and straddles.

Premium
5-10%
Risk
Defined
Greeks
Managed
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