Style Investing

نویسندگان

  • Nicholas Barberis
  • Andrei Shleifer
چکیده

We study asset prices in an economy where some investors categorize risky assets into different styles and move funds among these styles depending on their relative performance. In our economy, assets in the same style comove too much, assets in different styles comove too little, and reclassifying an asset into a new style raises its correlation with that style. We also predict that style returns exhibit a rich pattern of ownand cross-autocorrelations and that while asset-level momentum and value strategies are profitable, their style-level counterparts are even more so. We use the model to shed light on several style-related empirical anomalies. r 2003 Elsevier Science B.V. All rights reserved. JEL classification: G11, G12, G14

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تاریخ انتشار 2001