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Journal of Financial Economics Vol. 129 No. 2 2018

Non-myopic betas

Semyon Malamud1,2,3; Grigory Vilkov4

1 University of Geneva · 2 Swiss Finance Institute · 3 École Polytechnique Fédérale de Lausanne · 4 Frankfurt School of Finance & Management

open access

Abstract

An overlapping generations model with investors having heterogeneous investment horizons leads to a two-factor asset pricing model. The risk premiums are determined by the exposure to the market (myopic betas) and the future return on the efficient portfolio (non-myopic betas), which is identified nonparametrically from equilibrium. Non-myopic betas are priced in the cross-section of stocks, producing increasing and economically significant risk-return relation. In the model with funding constraints, low non-myopic beta stocks deliver higher risk-adjusted returns. Empirically, a betting against non-myopic beta portfolio generates superior performance relative to common factor models and is negatively correlated with the market betting against beta portfolio.

DOI
10.1016/j.jfineco.2018.05.004
Volume
129
Issue
2
Pages
357-381
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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