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Investor Sentiment and the Performance of Mutual Funds Pursuing Momentum and Contrarian Trading Strategies
Conference paper   Open access

Investor Sentiment and the Performance of Mutual Funds Pursuing Momentum and Contrarian Trading Strategies

G. Cullen, D. Gasbarro, G.S. Monroe and J.K. Zumwalt
23rd Australasian Finance and Banking Conference (Sydney, NSW, Australia, 15/12/2010–17/12/2010)
2010
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Abstract

The success of mutual funds engaging in momentum and contrarian trading strategies is predicated on the identification of mispriced stocks. Stock investor sentiment betas capture salient characteristics that predispose stocks to mispricing. Funds engage in momentum and contrarian trading in equal proportions, but differ in the sentiment betas of the stocks in their portfolios. Momentum funds hold stocks with higher sentiment betas, and with a wider spread of betas compared to contrarian funds. Fund excess returns are strongly related to Baker and Wurgler’s (2007) change in sentiment index, and the mean and spread of the sentiment betas of their stocks.

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