[[Start here]] → [[Sources]] → Asness et al
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Great paper on Value Investing by the legends: Cliff Asness, Andrea Frazzini and Toby Moskowitz.
They attempt to debunk some “fictions” about Value investing, including (but not limited to):
* that you can only earn value profits through concentration
* that value investing is a “passive” strategy
As well as some “facts” (not limited to):
* that you can improve value returns with quality measures
* that [[value is best measured by a composite, not a single ratio]]
* that standalone value is weak amongst large caps
The original paper can be found on [SSRN here](https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2595747).