Resources featuring Mike Jervis

Why factors matter

Confluence’s Style Analytics’ foundation was built on a simple but powerful idea: investment factors matter. They help explain how and why portfolios generate returns, offering a lens into the underlying drivers of performance. For institutional investors, understanding factor exposures is crucial for evaluating a manager’s skill, portfolio construction, and market alignment.

What are investment factors?

Buy American? A factor-based look at domestic exposure amid global trade uncertainty

Since the onset of heightened tariff tensions, markets have been shaken by volatility reminiscent of the early days of the COVID crisis and even the Global Financial Crisis (GFC). While policy outcomes remain uncertain, one strategic angle that is especially relevant to asset managers and fund selectors is investing in companies with low exposure to […]