Stock picking combining quants and fundamentals
Marries the best of two worlds; quantitative and fundamental analysis.
The portfolio holds the minimum stocks necessary, giving a higher chance of outperformance.
Keep risk-management simple by predetermining future action with a stop loss.
Learn about how to find and structure financial data, as well as analyze your findings to locate attractive stocks based upon fundamental analysis.
Start with Quants, Finish with Fundamentals
Quantitative analysis makes it possible to analyze large amounts of data and consider thousands of stocks’ relative attractiveness according to Fundamentals, Valuation, Momentum, and Risk. Fundamental analysis digs deeper into the business to identify its value drivers.
Quantamental marries the best of two worlds; quantitative and fundamental analysis.
Andrew Stotz, PhD, CFA is an award-winning stock market analyst who had 20 years on the clock at investment banks before starting A. Stotz Investment Research; a stock selection and fund advisory firm in Asia. He served two terms as the CFA Society Thailand President.
Fewer Stocks and Higher 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 returns 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 is 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 is calculated for each stock at the time of investment. Exit if stocks fall to preserve capital point, and then hold cash instead. Warren Buffett said it best, “Rule #1: Never lose money; Rule #2: Never forget Rule #1.” Risk management does not have to be complex, but it has to be done.
Who Should Attend:
Aspiring Investors, Quant Investors, and Fund Managers