Showing 1 - 10 of 57 results for 'Defensive'

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White Paper

Understanding Defensive Equity

This paper analyzes the intuition behind defensive equity. We then analyze the empirical evidence, construction and performance of defensive equity portfolios, and discuss the possible explanations for its historical outperformance.

Bibliography

Defensive Equity Bibliography

We have compiled a list of books, journal articles and working papers that were helpful in developing our research around defensive equity investing.

DC Solutions

DC Solutions Series: Defensive Equity, Part 2

In part two of this two-part series, we focus on the implementation of a defensive equity strategy within the context of a DC retirement plan.

DC Solutions

DC Solutions Series: Defensive Equity, Part 1

In part one of this two-part series, we focus on the intuition behind defensive equity and present evidence for its efficacy as part of an effective defined contribution retirement plan.

White Paper

Understanding Defensive Equity

This paper analyzes the intuition behind defensive equity. We then analyze the empirical evidence, construction and performance of defensive equity portfolios, and discuss the possible explanations for its historical outperformance.

White Paper

Are Defensive Stocks Expensive? A Closer Look at Value Spreads

Investors have been concerned about the rich valuation of defensive stocks and how that may crimp returns. Using value spreads, we analyze the relative prices of defensive stocks and discuss the difficulties in predicting style returns.

News

AQR Vice President Talks About Defensive Equity With Advisors

AQR Vice President Rodney N.

News

AQR Introduces Core Equity, Defensive Equity UCITS in Europe

AQR Capital Management Europe introduced two UCITS funds that offer different alternative strategies to European investors. The AQR Global Core Equity UCITS Fund is a global, long-only portfolio of stocks that is benchmark-agnostic.

White Paper

A New Core Equity Paradigm

Combining successful investing styles to magnify their effects represents a new paradigm in active equity-portfolio management. Core Equities integrates value, momentum and profitability styles to offer a more persistent, systematic approach.