Bridge over ocean
1 March 2014 Financial Analysts Journal Volume 70, Issue 2

The Low-Risk Anomaly: A Decomposition into Micro and Macro Effects

  1. Malcolm Baker
  2. Brendan Bradley
  3. Ryan Taliaferro

Low-risk stocks have offered a combination of relatively low risk and high returns. We decomposed the low-risk anomaly into micro and macro components. The micro component comes from the selection of low-beta stocks. The macro component comes from the selection of low-beta countries or industries. Both parts contribute to the anomaly, with important implications for the construction of managed-volatility portfolios.

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