Quantitative Value and Factor Investing in Small-caps | Yuval Taylor
Skull Sessions di Maj Soueidan, Lukas Milosic
Note sull'episodio
In this episode of the Investor Insight Skull Session, Maj Soueidan sits down with Yuval Taylor of Fieldsong Investments, a quantitative investor who turned a late start in the markets into a remarkable second career.
Yuval shares how his path into investing began after 30 years in publishing, when a sabbatical in Bolivia left him with extra savings and a growing obsession with the markets. After losing money on the typical novice mistakes, he found his footing through algorithmic investing and ranking systems, eventually compounding at roughly 40% annually for a decade, retiring early, and launching his own hedge fund in 2024.
The conversation explores the mechanics of Yuval's process, including how he combines around 200 factors across value, growth, quality, and stability, why middling values can beat extreme ones, and how he scree ...