Robert Zuccaro has been using quantitative investing strategies since before quant funds existed. In fact, he started one of the earliest quant funds at Axe-Houghton in 1978, 10 years before Morgan Stanley introduced its first quant fund.
Q4 2020 hedge fund letters, conferences and more
Zuccaro has been researching the correlation between earnings growth and stock price changes since 1978, and he told ValueWalk in an interview that nothing has changed over the years. The stocks that produce the biggest earnings gains always end up leading the stock market every year, which he said means ratios like PE are irrelevant.
Today, Zuccaro's new Golden Eagle Growth Fund is thriving after a 121.1% net return in its 2020 debut. What makes...
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