Dual Momentum, Factor Investing, and Behavioral Biases
by Gary Antonacci, Portfolio Management Consultant, Author, Dual Momentum Investing
Gary Antonacci will describe the way momentum is usually used and why that may not be the best approach. He will discuss the hidden risks associated with momentum and with other factors, such as value, small cap, quality and low volatility. Using hundreds of years of validating data, he will show how relative strength momentum can enhance investment returns, while trend-following absolute momentum can decrease portfolio risk exposure. He will show how to use both together as dual momentum. Finally, he will describe the behavioral biases you must deal with and the mindset you need to become a successful investors.
You Will Learn
- How to be adaptive to any market environment
- How to protect yourself from bear market risk and behavioral biases
- How to construct your own dual-momentum portfolios
Gary Antonacci has over 40 years’ experience as an investment professional focusing on underexploited investment opportunities. Antonacci’s innovative research on momentum investing was the first-place winner in 2012 and the second-place winner in 2011 of the Founders Awards for Advances in Active Investment Management given by the National Association of Active Investment Managers (NAAIM). Antonacci is author of the award-winning book, “Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk” (McGraw-Hill, 2014). His research introduced the investment world to dual momentum, which combines relative strength price momentum with trend-following absolute momentum. He received his MBA degree from the Harvard Business School
Meeting Detail
Date: Saturday, September 19, 2020
Time: 10:00 a.m. CDT Program
11:15 a.m. CDT Q&A
Location: This free webinar will be live streamed to your computer or mobile device.
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZwud-6grD0jHtGEKuLaOt1OKX5PyY4sVTOB
After registering, you will receive a confirmation email containing information about joining the meeting.
Maximum registration is 300 attendees. If registration exceeds the maximum, attendees can join the webinar using the dial in or access the webinar recording afterwards.
If you have any questions, you can contact us by using the following form:
Christopher Zook is the Founder, Chairman and Chief Investment Officer of CAZ Investments. With nearly 30 years of experience in both traditional and alternative asset classes, he is a regular contributor to major media outlets, including CNBC, Fox Business and Bloomberg. As past President of the “C” Club of Houston and a current member of the Greater Houston Partnership’s Executive Committee, Christopher is actively involved in public policy and frequently serves as a resource to state and local officials. He was most recently tasked by the Lt. Governor to help find a solution to Houston’s pension crisis and spearheaded efforts that resulted in the most sweeping public pension reform of the last 40 years.
AAII Houston Chapter 