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Keywords: Fundamental valuation
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Journal Articles
RAUSP Management Journal (2018) 53 (3): 324–344.
Published: 27 June 2018
... is believed to explain part of the systematic risk variation not captured by the CAPM. On the other hand, the fundamental valuation assumes that the relation between the B/M ratio and future returns is not given by the fact that B/M captures a risk factor but, rather, because it is a proxy for the expected...

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