Doctoral Dissertations

Date of Award

12-2010

Degree Type

Dissertation

Degree Name

Doctor of Philosophy

Major

Business Administration

Major Professor

George C. Philippatos

Committee Members

Phillip Daves, Larry Fauver, Jan Rosinski

Abstract

This dissertation studies the sources of the momentum abnormal returns. The first essay attempts to find the relative role of cross-sectional and time-series variances in generating returns from the momentum strategy. By decomposing the returns from the momentum strategy both theoretically and empirically, the first essay finds that own-stock autocovariance is an important source in generating momentum returns. More interestingly, the own-stock autocovariance comes primarily from the loser portfolio. This finding provides another explanation to the recent finding that the loser portfolio is the driving force of the momentum abnormal returns.

Based on the above discovery from the first essay, the second essay attempts to find out the underlying reason for the important asymmetric own-stock autocovaraince from the loser portfolio. We find that this return predictability comes from the short-selling constraints and risks. Stocks with more severe short-selling constraints prevent pessimistic information from being released into the stock prices more quickly; and thus causes those stocks to be overpriced and auto-correlated in their returns.

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Business Commons

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