Dual Momentum, Factor Investing and Behavioral Biases

with Gary Antonacci
Portfolio Management Consultant; Author, Dual Momentum Investing

Saturday, September 19, 2020 10:00 am – 11:30 am

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 investor.

Given the uncertainty about the availability of our usual meeting place, Trini Mendenhall Center, and concerns by some of our members about meeting in large groups, all meetings of the AAII Houston chapter for the remainder of this year will be online.

For more information and to register, please go to Registration.

Upcoming Chapter Meetings

• Saturday, September 19th,  10:00 am  – 11:30 am
• Saturday, January 23rd, 8:45 am  – 11:30 am
• Saturday, March 20th, 8:45 am  – 11:30 am
• Saturday, May 15th, 8:45 am  – 11:30 am

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