How Jupiter times factors in uncertain markets
Asset manager seeks to avoid momentum and value drawdowns
The efficacy of factor timing is fiercely debated, but the strategy has been bearing fruit for Jupiter Asset Management.
The firm’s dynamic weighting factor model, which systematically tilts in and out of different investment styles, has delivered 13 consecutive positive quarters. From the end of 2020 until the end of March 2024, the Jupiter Merian Global Equity Absolute Return fund delivered an
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