The simple 4-part filter that a legacy fund has used to beat the S&P 500 for over 2 decades

By Business Insider   |   1 year ago
The simple 4-part filter that a legacy fund has used to beat the S&P 500 for over 2 decades

Hennessy Funds' strategy involves fundamental quantitative investing, focusing on mid-cap stocks meeting criteria like market cap, price-to-sales ratio, earnings growth, and price momentum. This disciplined approach has led to successful returns over 21 years.

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