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Buffett’s Alpha

by Andrea Frazzini, David Kabiller, and Lasse Heje Pedersen

January 9, 2019

The research paper rigorously analyzes Warren Buffett's investment record, offering three practical implications:


Efficiency of Capital Markets:

Contrary to the efficient market hypothesis, Buffett's success is attributed to skill, not luck or magic.

His implementation of value and quality exposures, historically yielding high returns, challenges the idea of market efficiency.

 

Implementability of Academic Factors:

Buffett's success demonstrates the practical application of academic factor returns after accounting for transaction and financing costs.

The study suggests that the returns from factors like value and quality can be realized in the real world, exemplified by Buffett's track record.

 

Realistic Investment Success:

The study provides a realistic perspective on investment success, emphasizing the importance of setting achievable performance goals.

Investors are encouraged to aim for Sharpe ratios between Buffett's 0.79 and the market's around 0.5, acknowledging the challenges faced even by successful investors.

 

In essence, the findings highlight Buffett's achievements as a result of strategic exposure to key factors and provide insights for investors seeking realistic and achievable performance goals. ∞ALPHA



 
 
 

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