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Quantifying The Motley Fool’s Small Cap Growth Investment Strategy

Quantifying The Motley Fool’s Small Cap Growth Investment Strategy

FromExcess Returns


Quantifying The Motley Fool’s Small Cap Growth Investment Strategy

FromExcess Returns

ratings:
Length:
18 minutes
Released:
Mar 28, 2021
Format:
Podcast episode

Description

The Motley Fool is not known for their quantitative models. They are known for a discretionary growth style of investing that attempts to identify game changing companies and then holds them for the long-term, seeking to generate returns that are multiples of their original investment. 
But despite their discretionary nature, their book The Motley Fool Investment Guide did contain a detailed quantitative model to select small-cap growth stocks. When we launched Validea in 2003, we wouldn't have guessed that this model would have outperformed all the other models we launched, but it has produced the best return of all the models we follow in the 18 years since. 
In this episode, we take a look at the model we extracted from the Motley Fool Investment Guide and the criteria it uses to select small-cap growth stocks. 
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
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FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
Released:
Mar 28, 2021
Format:
Podcast episode

Titles in the series (100)

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.