Quant BuffetRelax, Not Over Thinking

Subsidiary – Parent Equity Momentum

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Academic paper

Corporate Equity Ownership and Expected Stock Returns

AuthorsJinliang Li; Yi Tang; An Yan

Institute
  • Tsinghua University
  • Fordham University
  • ?Fordham University - Gabelli School of Business

Strategy in a nutshell

This strategy invests in parent stocks listed on NYSE, AMEX, and NASDAQ with prices between $5 and $1,000. Each month, parent stocks are ranked into quintiles based on the previous month’s realized returns of their subsidiaries. The strategy goes long parents with top-performing subsidiaries and shorts parents with bottom-performing subsidiaries, with equal weighting and monthly rebalancing.

Economic rationale

The approach exploits delayed parent-stock reactions to value-relevant information from subsidiaries. Limited investor attention and barriers to arbitrage create potential market inefficiencies, allowing the strategy to capture return reversals between parent and subsidiary stocks.

Backtest performance

Annualised return14.03%
Volatility14.51%
Sharpe ratio0.97