Quant Concepts: A magical blend of momentum and income

Dividend investors want high yield and low volatility, but as CPMS's Emily Halverson-Duncan shows, mixing in a little momentum can yield significant long-term outperformance while maintaining downside protection

Emily Halverson-Duncan 9 August, 2019 | 1:32AM

 

 

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Emily Halverson-Duncan  Emily is Director, CPMS Sales at Morningstar

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