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April Factor Commentary

Key Takeaways

  • Of the factors we track, momentum and low-volatility showed the best performance over the past month. The small-cap factor, after a strong February, reverted to its trend of recent underperformance in March.
Our dynamic factor portfolio underperformed the S&P 500 by 0.5% in March. Since the start of 2020, this strategy has outperformed the S&P 500 by 5.2%.After the latest rebalance, the dynamic factor portfolio is now overweight value and low-volatility and is underweight qua...

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