The Momentum Investing Whitepaper describes the efficacy of a trend-following approach in portfolio management. It demonstrates how the process used in several of Q3's most popular strategies, including Enhanced Allocation and Strategic Allocation, aims to capitalize on the persistence of trends in the market. The paper describes the Q3 research on how momentum investing can provide a robust, retail-oriented alternative to traditional asset allocation. When utilized properly, our research indicates that momentum investing maintains the ability to outperform a passively managed benchmark on a risk-adjusted basis over extended periods of time.
Momentum White PaperAdam Quiring2018-04-17T07:31:17-04:00