Get Indexology® Blog updates via email.


Tag Archives: S&P 500 GARP Index

Jun 7, 2023

The S&P GARP Index Series Expands to Include S&P MidCap 400 and S&P SmallCap 600 Versions

The S&P 500® GARP (Growth at a Reasonable Price) Index was launched in February 2019 to strike a balance between pure growth and pure valuation. Due to its popularity among market participants, this index series has recently been expanded to include the S&P MidCap 400® GARP Index and the S&P SmallCap 600 GARP® Index. The…

READ

Aug 26, 2022

S&P 500 GARP Index: Growth at a Reasonable Price Anyone?

While growth stocks have the potential to grow at a rate significantly above the market, they have faltered during 2022 on the back of high inflation and rising interest rates. For market participants toying with the idea of when and how to get back in, the S&P 500® GARP (Growth at a Reasonable Price) Index…

READ

Mar 15, 2022

India’s ETF Market: The Changing Face of Passive

Though passive investing is galloping its way into some allocations, it’s still not a significant percentage. Passive assets are concentrated in the developed markets, with the U.S. claiming a majority share, followed by Europe and Japan. The use of core and satellite strategies based on passive vehicles can be a further catalyst to the growth…

READ

Apr 4, 2019

Using GARP Strategies for Indices Part III – Risk and Return

In this blog, the third in our introduction to Growth at a Reasonable Price (GARP) strategies, we look at risk and return. The main objective of the S&P 500® GARP Index is to capture the performance of growth stocks with relatively high quality and value composite scores over a long-term investment horizon. Historically, the GARP…

READ

Apr 1, 2019

Using GARP Strategies for Indices Part II – Constituent Selection

In a previous blog, we took the first and second steps in our Growth at a Reasonable Price (GARP) strategy construction. We introduced the GARP investment strategy and showed how it can be implemented systematically. In this blog, we will take the third and fourth steps: using a multi-factor sequential filtering process for security selection…

READ

Mar 25, 2019

Using GARP Strategies for Indices

In this blog (and three subsequent posts) we will explore using Growth at a Reasonable Price (GARP) principles for investment in indices. GARP is a well-known, much-practiced, fundamental-driven investment strategy. It seeks to balance between the pure growth strategy and pure valuation strategy, as the former tends to chase high growth yet expensive stocks, while…

READ


Get Indexology® Blog updates via email.

Indexology® Blog
Contributors

SEE ALL