Here’s how various factor-based investing strategies performed in stock market over 11 years and which strategy did best over the long run
Diversified playbook wins amid volatile markets
The value strategy outperforms in 2025 as investors seek undervalued companies with strong potential. As markets grapple with volatility and valuation concerns, value investing has gained importance due to its focus on capital preservation and stability. It has maintained its position among the top three investment strategies since 2021.
The equal-weighted strategy outperformed the market-weighted index, as it offered balanced exposure to market segments and reduced concentration risk.
The alpha strategy struggled in 2025 after ranking among the top two strategies in 2023 and 2024, due to a challenging macro environment.
Considering risk-adjusted returns over the past 11…
