Hedge Funds Move Back Into Momentum Stocks

The video discusses the resurgence of momentum strategy in hedge funds, despite its poor performance earlier in the year. It highlights the challenges hedge funds face in balancing momentum and value stocks, given the current market conditions. The discussion also touches on the limitations of 13F filings in revealing hedge fund strategies and the ongoing search for alpha in a low-growth environment. The video concludes with an analysis of the potential future of momentum investing.

How do nominal and real growth rates influence investment strategies according to the text?

What concerns do investors have regarding the current momentum trade?