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Is the Value Spread a Good Predictor of Stock Returns? UK Evidence

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Author Info
Maria Michou
Abstract

This paper explores the predictive ability of the value spread in the UK. I replicate the US analysis of Liu and Zhang (2007) using UK data. In addition, I extend their work by exploring the predictive ability of the book-to-market, market-to-book and value spread on other size and value investment strategies, namely: large-caps only; small-caps minus large-caps (SML); value stocks only; growth stocks only; value stocks minus growth stocks (VMG) and a market portfolio that includes all stocks. The results are consistent with Liu and Zhang (2007) on the value spread. The value spread shows no predictive power for portfolio returns. Therefore, I show that the predictive power of book-to-market and market-to-book spreads depend on the portfolio formation strategies and the relative proportion of small-cap, large-cap, value and growth stocks in the portfolio. Copyright (c) 2009 The Author Journal compilation (c) 2009 Blackwell Publishing Ltd.

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File URL: http://www.blackwell-synergy.com/doi/abs/10.1111/j.1468-5957.2009.02148.x
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Publisher Info
Article provided by Blackwell Publishing in its journal Journal of Business Finance & Accounting.

Volume (Year): 36 (2009-09)
Issue (Month): 7-8 ()
Pages: 925-950
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Handle: RePEc:bla:jbfnac:v:36:y:2009-09:i:7-8:p:925-950

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This page was last updated on 2009-12-19.


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