When Quality Stops Being the Decider: ABSLAMC and the Risk‑Off Pivot from ROE to Promoters & Payouts
In a Risk-Off regime, RevDog’s framework deliberately de-weights classic quality (ROE/ROCE) and re-weights defensiveness (promoter holding, dividend yield). ABSLAMC shows the tension: strong efficiency metrics coexist with weakening price trend and mixed growth—revealing how regime gates c