Redirigiendo al acceso original de articulo en 24 segundos...
ARTÍCULO
TITULO

Positive Alpha and Negative Beta (A Strategy for Counteracting Systematic Risk)

Erik Sonne Noddeboe and Hans Christian Faergemann    

Resumen

Undiversifiable (or systematic risk) has long been an enemy of investors. Many countercyclical strategies have been developed to counter this. However, like all insurance types, these strategies are generally costly to implement, and over time can significantly reduce portfolio returns in long and extended bull markets. In this paper, we discuss an alternative technique, founded on the premise of physiological bias and risk-aversion. We take a behavioral discussion in order to contextualize the insurance like characteristics of option pricing and discuss how this can lead to a mispricing of the asymmetric relationship between the VIX and the S&P 500. To test this, we perform studies in which we find statistical inefficiencies, thereby making it possible to implement a method of hedging index option premium in a way that has displayed no monthly drawdowns in bullish periods, while still providing large returns in major sell-offs. The three versions of the strategy discussed have negative betas to the S&P 500, while exhibiting similar risk-adjusted excess returns over both bull and bear markets. Further, the performance generated over the entire period, for all three strategies, is highly statistically significant. The results challenge the weak form of the Efficient Market Hypothesis and provide evidence that the methods of hedging could be a valuable addition to an equity rich portfolio for the purpose of counteracting systematic risk.

 Artículos similares

       
 
Mahtab JAFARI     Pág. 6 - 21
Tourism is always embracing economy, social and environmental impacts. For this reason, the policy of sustainable development of tourism is necessary. The general approach is that governments have paid attention to tourism ecologically in the long run. T... ver más

 
Yaqoob Ahmad,Guangguo Sun,Waqas Bin Khidmat     Pág. 359 - 370
This study is an attempt to investigate the fund-specific determinants of performance of conventional and Islamic mutual funds in Pakistan. For this purpose, Sharpe Ratio, Sortino Ratio, Information Ratio and Jensen Alpha are used as proxies of funds? pe... ver más

 
Aminullah Assagaf,Hapzi Ali     Pág. 330 - 342
The purpose of this research is intended to study the factors that affect the financial performance of state-owned enterprises. In this study used purposive sampling method seven state-owned enterprises with observations during the last eleven years. In ... ver más

 
Hà Ng?c Th?ng,Nguy?n Th? Liên Huong DOI: 10.26459/jed.v126i5B.4112     Pág. 47?58
The aim of this research is to discuss and test the effect of the factors on Vietnamese consumers? online shopping intention base on technology acceptance model. The questionnaire was sent directly to the respondents and through the Internet. After 5 mon... ver más

 
Abbas Taleb Bidokhti,Ali Akbar Esmailpour     Pág. 404 - 410
This study aimed to examine the effects of social and intellectual value on organizational performance based on the balanced evaluation as well as structural equations in the Iranian Oil Terminals Company in 2015. The research method was practical in ter... ver más