In this article, we evaluate the relationship between quality investing combined with Economic Moat, ESG (Environmental, Social and Governance) and analyst opinions over the period 2014-2020 based on a data set comprising 803 US stocks. Performance is evaluated using several metrics (returns and...

We studied the relationship between the mutual fund's expenses and their profitability, as well as their ability to predict future performance. We used regressions in panel data with a sample of equity mutual funds of the eurozone area from 2003 to 2014. We concluded that expenses are an...

We studied the relationship between the mutual fund's expenses and their profitability, as well as their ability to predict future performance. We used regressions in panel data with a sample of equity mutual funds of the eurozone area from 2003 to 2014. We concluded that expenses are an...

The aim of this paper is to analyze the effect of mutual fund Ratings on performance, risk and net flow, and to examine whether there is performance persistence for mutual funds in Global Emerging Markets. The analysis is based on a sample retrieved from Morningstar Direct for the period...

Purpose The primary objective of this study is to analyze the performance and risk characteristics of portfolios composed of Spanish family businesses (FBs) when sustainability and quality factors are taken into account. By comparing different portfolio compositions against a benchmark, the...