#asness

Cliff Asness: The Value & # 39; Hell & # 39; has given me more confidence in the factor 2020

AQR's Cliff Asness tells Corey Hoffstein of Newfound Research that value stocks are even cheaper than during the tech bubble.

Despite the recent underperformance of the value factor, Asness, a billionaire, believes he will recover – and the pain that the factor caused gives him even more confidence in him.

The fiery quant, known for Twitter outbreaks and computer use, also said if he could give…

2008 lessons from Asness, Tepper, Griffin, Klarman, Dalio, Cohen, more 2020

No crisis is the same, and there are significant differences between the 2008 recession and the coronavirus pandemic in 2020 – but for many hedge funds, this is the first sustained economic disruption in their existence.

Business Insider rounded off previous comments from some of the biggest names in hedge funds, including legends like George Soros, Seth Klarman, Paul Tudor Jones, and more.

Fo…

Attempts to make sense of the complexities of our benighted world are necessarily reductionist. “Alabama,” for instance, did not <a target="_blank" href="https://www.nytimes.com/2017/12/12/opinion/moore-jones-alabama-senate.html?action... Dealbreaker

I’ve been a fan of Cliff Asness’s writing for a long time.  Below is my favorite part of his response to a silly Sanford Bernstein polemic titled, “The Silent Road to Serfdom: Why Passive Investing is Worse Than Marxism.”