Prudent Growth with Low- Volatility Equity Investing

Prudent Growth with Low- Volatility Equity Investing


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    Key takeaways

    • In order to fund liabilities, achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide, but are concerned about downside risk.
    • Despite the empirical history of low-volatility equity investing, many investors mistakenly equate low downside risk with low returns. 
    • By providing exposure to the potentially higher returns of the equity market, and at the same time mitigating downside risk, low-volatility investing addresses a significant obstacle to equity allocations.
    • Low-volatility equity portfolios are typically constructed using historical data and can lack forward-looking estimates of risk and return, which fundamental research can provide.

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