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Optimal Investment, Growth Options, and Security Returns / Jonathan Berk, Richard C. Green, Vasant Naik.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Berk, Jonathan.
Contributor:
National Bureau of Economic Research.
Green, Richard C.
Naik, Vasant.
Series:
Working Paper Series (National Bureau of Economic Research) no. w6627.
NBER working paper series no. w6627
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 1998.
Summary:
As a consequence of optimal investment choices, firms' assets and growth options change in predictable ways. Using a dynamic model, we show that this imparts predictability to changes in a firm's systematic risk, and its expected return. Simulations show that the model simultaneously reproduces: (i) the time series relation between the book-to-market ratio and asset returns, (ii) the cross-sectional relation between book to market, market value and return, (iii) contrarian effects at short horizons, (iv) momentum effects at longer horizons, and (v) the inverse relation between interest rates and the market risk premium.
Notes:
Print version record
June 1998.

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