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BALANCEDCore thesis · 5/5

Equal weighting's outperformance explained by factor tilts

The thesis argued: the historical outperformance of equal-weighted indices over market-cap-weighted ones is largely explained by systematic tilts toward smaller and cheaper stocks (size and value factors) and a negative momentum loading, not by any 'magic' of equal weighting itself.

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Equal weighting's outperformance explained by factor tilts · Zortix