In this video, we explore a powerful hybrid investing approach that combines two of the most well-researched factors in finance — Value and Momentum — into a single passive investing strategy.
Most investors choose one or the other. Value investing focuses on buying underpriced assets and waiting for the market to correct itself. Momentum investing bets on assets that are already trending upward. But what happens when you combine both?
We break down:
✅ What the Value + Momentum combined strategy is and how it works
✅ The logic behind why these two factors complement each other
✅ How to implement it as a passive, low-effort investment approach
✅ Full backtest results — returns, drawdowns, and risk-adjusted performance
Whether you're a beginner trying to understand factor investing or an experienced investor looking to refine your portfolio strategy, this video gives you a data-driven look at how this combined approach has historically performed.
No hype — just the research, the logic, and the numbers.
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Timestamps:
00:00 - 01:04 - Introduction
01:04 - 02:15 - Value Investing
02:15 - 03:14 - Momentum Investing
03:14 - 05:39 - Value v/s Momentum
05:39 - 08:49 - Combined Strategy
08:49 - 18:24 - Backtest Results