QVMM - Downs And Ups: Managing Equity Volatility Goes Both Ways

2024-01-24 09:45:00 ET

Summary

• Market volatility can shake the resolve of even the most patient investors.
• While most low-volatility strategies can provide some measure of risk mitigation in down markets, many fall short during market rallies.
• An active approach focused on QSP stocks with a keen eye on valuation can provide investors with more levers to manage volatility in a year that could be full of surprises.

By Kent Hargis, PhD | Brian Holland, CFA | Ian McNaugher, CFA

Defensive equity strategies that limit downside losses but lag too much in up-markets may be missing the mark. Is there another way to reduce volatility?

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