Learn about how to find and structure financial data, as well as analyze that data to find attractive stocks based upon fundamental analysis.
Start with Quant, Finish with Fundamentals
Quantitative analysis makes it possible to analyze large amounts of data and consider thousands of stocks’ relative attractiveness on Fundamentals, Valuation, Momentum, and Risk. Fundamental analysis digs deeper into the business to identify its value drivers.
Few Stocks and High Conviction
It is hard to outperform with portfolios holding large numbers of stocks, yet most active funds tend to do just that. Learn how to construct portfolios that maximize risk-adjusted return based on extensive testing and research.
Concentration allows the portfolio to take on just the right level of company-specific risk to give a better chance for outperformance, but concentrated enough to gain from superior stock selection.
Disciplined Risk Management Allows Concentrated Positions
The preserve capital point is based on extensive testing and research and calculated for each stock at the time of investment. Exit if stocks falls to preserve capital point, then hold cash. Warren Buffet said it best: “Rule #1: Never lose money; Rule #2: Never forget Rule #1.” Risk management doesn’t have to be complex, but it has to be done.