Exploring FLRG's Impressive Risk-Adjusted Returns and Factor Mix

Tuesday, 3 September 2024, 07:21

FLRG showcases impressive risk-adjusted returns with a solid factor mix. This fund operates with an index-based strategy focusing on value, quality, low volatility, and momentum factors to maximize performance. Investors should consider its small AUM carefully.
Seeking Alpha
Exploring FLRG's Impressive Risk-Adjusted Returns and Factor Mix

FLRG's Strategy and Performance

FLRG is an intriguing investment option due to its commitment to delivering impressive risk-adjusted returns. The fund's index-based strategy emphasizes value, quality, low volatility, and momentum factors, thereby aiming to achieve sustainable growth.

A Closer Look at the Factor Mix

  • Value: Investments are selected based on intrinsic value.
  • Quality: Focus on stable earnings and financial strength.
  • Low Volatility: Targeting less volatile stocks to cushion against market swings.
  • Momentum: Investing in stocks showing upward price trends.

Assessing AUM and Implications

While FLRG shows potential, it is essential to consider its small Assets Under Management (AUM). Small AUM can impact liquidity and trading costs, which are critical for a successful investing experience. Carefully evaluate these aspects before making investment decisions.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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