Proceedings of the 2026 8th International Conference on Economic Management and Cultural Industry (ICEMCI 2026)

2026 8th International Conference on Economic Management and Cultural Industry (ICEMCI 2026)

📍Beijing, China🗓️ 12-14 June 2026
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Navigating a Bearish Outlook: A Dual-Strategy Approach to Quality Value and Quality Growth

Authors
Haoyu Chen1, *
1Schulich School of Business, York University, North York, Ontarin, Canada
*Corresponding author. Email: rockchenhaoyuisy@gmail.com
Corresponding Author
Haoyu Chen
Available Online 30 September 2026.
DOI
10.2991/978-94-6239-777-4_70How to use a DOI?
Keywords
Portfolio management; Quality investing; Pessimistic macroeconomic forecast
Abstract

The following report provides an overview of our management of our portfolio. We implemented two main investment strategies based on a pessimistic macroeconomic forecast. These were a quality value strategy and a quality growth strategy. We put equal emphasis on both of the strategies, allocating 40% of the portfolio to each, and the remaining 20% was reserved for any potential tactical opportunities. Overall, the portfolio depreciated, but was successful: marginally outperforming the benchmark. However, this was mostly due to the portfolio accidentally mimicking a low-volatility strategy and unexpected market events. From our time managing the portfolio, we were also able to make several key learnings. We learned how to more optimally allocate funds among securities, as well as how to efficiently allocate group roles. Most importantly though, we learned that conducting extensive research, and creating appropriate weights to avoid impulsive spending and align the portfolio with our goals is paramount to future successful investing.

Copyright
© 2026 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

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Volume Title
Proceedings of the 2026 8th International Conference on Economic Management and Cultural Industry (ICEMCI 2026)
Series
Advances in Economics, Business and Management Research
Publication Date
30 September 2026
ISBN
978-94-6239-777-4
ISSN
2352-5428
DOI
10.2991/978-94-6239-777-4_70How to use a DOI?
Copyright
© 2026 The Author(s)
Open Access
Open Access This chapter is licensed under the terms of the Creative Commons Attribution-NonCommercial 4.0 International License (http://creativecommons.org/licenses/by-nc/4.0/), which permits any noncommercial use, sharing, adaptation, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license and indicate if changes were made.

Cite this article

risenwbib
TY  - CONF
AU  - Haoyu Chen
PY  - 2026
DA  - 2026/09/30
TI  - Navigating a Bearish Outlook: A Dual-Strategy Approach to Quality Value and Quality Growth
BT  - Proceedings of the 2026 8th International Conference on Economic Management and Cultural Industry (ICEMCI 2026)
PB  - Atlantis Press
SP  - 687
EP  - 695
SN  - 2352-5428
UR  - https://doi.org/10.2991/978-94-6239-777-4_70
DO  - 10.2991/978-94-6239-777-4_70
ID  - Chen2026
ER  -