In this week’s video, we discuss two articles examining (1) why Enterprise Multiples explain stock returns and (2) Asset allocation (and factor allocation).

Article Links:

Why Do Enterprise Multiples Predict Expected Stock Returns? alphaarchitect.com/2020/01/21/ente…-stock-returns/

Asset Allocation vs. Factor Allocation—Can We Build a Unified Method? alphaarchitect.com/2019/12/30/asse…unified-method/