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LVF and Min Var defensive investment strategies are compared, showing that their different objectives have resulted in different risk and return outcomes. The post concludes that both LVF and Min Var can be considered defensive strategies, but they are distinctly different approaches to defensive positioning.

The trade-off between quality and value applies not only to fashion but also to equities, and a fixed tilt to quality produces a higher price-to-sales ratio than a tilt into value; however, the Russell 1000 Qual2/Val Index leverages the anti-correlative properties of these factors to achieve quality at a reasonable price, and its methodology forces together the disparate circles of a Venn Diagram to exploit the resultant overlap

The annual Russell recon is a time to look back at the previous year's US equity market story, where defensive industries such as Consumer Staples and Health Care outperformed the broader index during volatile markets.

Global equities continued to rally in April but big shifts in market and sector leadership reveal deeper defensive undercurrents than these upbeat results may suggest.