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Podcast: Excess Returns
Episode: Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
Description: Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into value, they also can be very different. In this episode, we talk to Randy Watts, Chief Investment Officer at O'Neil Global Advisors and Jeremy Schwartz, Global Head of Research at WisdomTree about an interesting strategy they have created to combine the two together.Â
We discuss the challenges of growth investing, the best ways to measure growth, and how to identify it in its early stages. And on t...