Ben Carlson views factor investing (value, quality, momentum, dividends) primarily as a form of diversification across different economic regimes rather than as a method for generating alpha or outperformance

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Speaker

Ben Carlson

Evidence Quote

I've never looked at factors as a way to get Alpha...the way that I see them is as a form of diversification

Source

Practical Lessons from Ben CarlsonExcess Returns
Created: 8/11/2026, 6:21:49 AM

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