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Journal of Banking & Finance Vol. 37 No. 7 2013

A behavioral explanation of the value anomaly based on time-varying return reversals

Soosung Hwang1; Alexandre Rubesam2

1 Sungkyunkwan University · 2 Itaúsa (Brazil)

Abstract

We investigate the dynamics of the value anomaly in order to identify the driving forces of the anomaly. We show that the large positive value-minus-growth portfolio returns are explained by an over-reaction (under-reaction) to the positive (negative) market movements in short, specific time periods, during which the average returns of value-minus-growth portfolios are more than 2% a month. We propose an explanation based on behavioral biases: the dynamics of the value anomaly reflect the increased speed of return reversals subsequent to overreaction. Two conditions that increase the return reversals are proposed: when investors respond to public signals asymmetrically or when public signals become noisy. Our empirical results reveal that the value anomaly is explained by either one of these two channels.

DOI
10.1016/j.jbankfin.2013.01.030
Volume
37
Issue
7
Pages
2367-2377
Language
en
Sources
openalex crossref bibtex:phds-export.bib

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