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Combining Growth and Momentum Investing with O’Neil Global’s Randy Watts and WisdomTree’s Jeremy Schwartz


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Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into value, they also can be very different. In this episode, we talk to Randy Watts, Chief Investment Officer at O’Neil Global Advisors and Jeremy Schwartz, Global Head of Research at WisdomTree about an interesting strategy they have created to combine the two together. 

We discuss the challenges of growth investing, the best ways to measure growth, and how to identify it in its early stages. And on the momentum side, we cover combining momentum with mean reversion, the importance of the right rebalancing time frame, and the benefits of momentum consistency. 

Since we are both big fans of Jeremy’s economic discussions with Jeremy Siegel on the Behind the Markets podcast, we also couldn’t resist asking a couple of questions about the outlook for the economy and inflation. 

We hope you enjoy the discussion. Combining Growth and Momentum Investing with O’Neil Global’s Randy Watts and WisdomTree’s Jeremy Schwartz.

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Originally Posted on August 12, 2021 –
Combining Growth and Momentum Investing with O’Neil Global’s Randy Watts and WisdomTree’s Jeremy Schwartz

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