Profitability of momentum returns under alternative approaches

Date

2013

Authors

Gupta, K.
Locke, S.
Scrimgeour, F.

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Journal article

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International Journal of Managerial Finance, 2013; 9(3):219-246

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Abstract

Purpose: The analysis aims to explore how momentum return changes with alternative computational methods and the extent to which the portfolio structure is important in the momentum context. Design/methodology/approach: The focus reflected in the prior research emphasises the method used by Jegadeesh and Titman and various extensions to test whether momentum returns exist. This study uses alternative methods of buying previous Winners and short-selling previous Losers to determine if this significantly changes the returns. Findings: The current study clarifies the impact of several contributory factors that impact upon estimated momentum returns. The large sample of cleaned data upon which this study is based provides a higher degree of confidence that the findings are sound and not just a statistical anomaly. Practical implications: The research is important from a practitioner perspective as details of momentum return are presented for each country using different methods, providing information regarding the most profitable country in which to invest and whether the momentum return is sustainable under different formative approaches. Originality/value: One of the important contributions of this study is a detailed empirical analysis, presenting results in a global context rather than on a single country basis.

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Copyright 2013 Emerald Group Publishing Limited

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