Advanced Strategies
Active and systematic strategies that combine everything: factors, long/short, arbitrage, and macro.
Recommended first: Derivatives & Options · Quantitative Methods
Tick lessons off as you go, saved in this browser, no account needed.
- 1Value
Buying cheap
Value Investing: Buy Below Intrinsic Worth
- 2Growth
Buying expansion
Growth Investing: Pay Up for Faster Earnings
- 3Momentum
Riding trends
Momentum Investing: Ride Recent Winners Systematically
- 4Quality
Buying the best
Quality Investing: Own Durable High-Return Businesses
- 5Long/Short
Both sides
Long Short Equity Strategy: Profit From Both Sides
- 6Market Neutral
Hedged beta
Market Neutral Strategy: Earn Returns Without Beta
- 7Merger Arb
Deal spreads
Merger Arbitrage: Capture Announced Deal Spreads
- 8Stat Arb
Statistical edges
Statistical Arbitrage: Exploit Quantitative Mispricings at Scale
- 9Global Macro
Top-down bets
Global Macro Strategy: Trade Economies Not Companies
- 10Event-Driven
Catalysts
Event-Driven Strategy: Bet on Corporate Catalysts
- 11Pairs Trading
Relative value
Pair Trading Statistical Arbitrage: Bet on Relative Spreads
- 12Carry Trade
Yield harvesting
Carry Trade Strategy: Earn Currency Interest Differentials
- 13Contrarian
Against the crowd
Contrarian Investing: Profit from Crowd Overreaction
- 14GARP
Growth at a price
Growth at a Reasonable Price: Lynch's PEG Method
- 15Trend Following
Systematic trends
Trend Following Strategy: Rules That Ride Price Moves
- 16Mean Reversion
Snap-back trades
Mean Reversion Strategy: Trade Extremes Back to Normal
- 17Activist
Forcing change
Activist Investing 13D: Force Corporate Change for Returns
- 18Managed Futures
CTA strategies
Managed Futures: Diversify With Systematic Global Futures