Formula investing promises investors a systematic, rules-based approach to outperforming the market. In their December 2024 paper "Formula Investing," Marcel Schwartz and Matthias Hanauer evaluated ...

Whether you enjoy math or not, math and statistics are key components of some of the most common and longstanding concepts in investment management such as standard deviation, the efficient ...

In the world of finance and mathematics, compounding is a fundamental concept that can seem deceptively simple yet holds ...

The pair studied four formulas, including a conservative low-volatility strategy, The Acquirers Multiple, The Piotroski F-Score, and Joel Greenblatt’s Magic Formula.

Compounding is the process where an asset’s earnings, from either capital gains or interest, are reinvested to generate additional earnings for an investor.

The Limits of Investment Math For long-term investors, knowing higher math isn’t necessarily an advantage.