Scientific Beta

Overview

This webinar introduces a fresh perspective on value investing, emphasising the importance of risk management and the inclusion of intangible capital when designing a value strategy. The session explores a systematic approach to avoiding value traps and minimizing fluctuations in market exposure to capture the full market premium. It provides institutional investors with insights into designing risk-managed value strategies for their equity portfolio and concludes with a practical application to illustrate the benefits of using Scientific Beta Value strategy to correct for a growth style bias in their existing portfolio.

Topics covered include:

• Understanding the importance of intangible capital in defining value characteristics
• Implementing a systematic approach to avoid value traps
• Designing a risk management approach for smooth performance across market cycles
• Illustrating the benefits of using a risk-managed Value strategy to correct for growth bias

Speakers

Felix Goltz, PhD, is Research Director at Scientific Beta. He has been with Scientific Beta since inception. He carries out research in empirical finance and asset allocation, with a focus on alternative investments and indexing strategies. His work has appeared in various international academic and practitioner journals and handbooks, including the Journal of Portfolio Management, the Financial Analysts Journal, the Journal of Index Investing, the Journal of Investment Management and the Handbook of Finance (Wiley). He obtained an MSc and a PhD in finance from the University of Nice Sophia-Antipolis after studying economics and business administration at the University of Bayreuth and EDHEC Business School.

Vera Cady is Scientific Beta's Senior Investment Specialist for Europe. Vera has more than 15 years of experience in sustainability and quantitative strategies. She was previously Senior Director, Product Management at Qontigo-STOXX and prior to that, she spent 11 years at FTSE Russell and 3 years at Nomura International plc, UK in the areas of research and product management. Vera holds a Bachelor's degree in Mathematical and Computer Modelling from University of West Bohemia (Czech Republic).

Date/Time

Thursday, June 5, 2025 at 4pm CEST / 3pm BST / 10am EDT.

Replay

To watch the webinar replay, please visit the dedicated registration page.