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Kpss Inno Value Momentum

Updated monthlyData needs: mediumlong onlylong short
paper
2017
Source
Kogan-Papanikolaou-Seru-Stoffman 2017 QJE -- Technological Innovation, Resource Allocation, and Growth.
Read the paper β†’

In plain terms

Companies where the economic value of each new patent is rising (not just the count) compound innovation quality in a way the market underprices.

How it works

KPSS patent innovation value (stock-market-implied value of each patent at grant) is a forward-looking measure of patent economic value. Momentum in KPSS value (improvement in average patent quality over trailing 4 quarters) predicts future stock returns and revenue growth.

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • Patent innovation value

    Kogan-Papanikolaou-Seru-Stoffman patent dollar-value series.

Expected edge

Reported return
~4-6% ann.
Tested over
1926-2010 (KPSS)

KPSS innovation value momentum: ~4-6% ann. over 6-12 month holding period.

Related families

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For informational and educational purposes only. Not financial advice. Learn more