Blog 16 Aug 2023 Portfolio Theory: Concepts & Terms We look at the essentials of portfolio theory, including diversification, portfolio strategies, risk management, important terms, and more.
Blog 16 Aug 2023 9+ Unique Approaches to Valuation We look at unique valuation methodologies in finance – from T-Model, Graham Number, and more to assess a company's true worth.
Blog 15 Aug 2023 Relative Valuation: An In-Depth Look We look at relative valuation across bonds, real estate, and equities. Understand key metrics for accurate asset assessment.
Blog 14 Aug 2023 How to Determine Value in Markets We look at the art of valuation in investing and trading. Learn key concepts like fair value, intrinsic value, market price, and more.
Blog 13 Aug 2023 Dividend Policy We look comprehensively at dividend policy (including impact on earnings and investor relations) and the models guiding company decisions.
Blog 6 Aug 2023 Emerging Market Equities Improved political stability and integration with the global economy have added to the appeal of emerging market equities.
Blog 25 Jul 2023 Multi-Asset Volatility Arbitrage (Trading Strategy) We look at the trading strategy Multi-Asset Volatility Arbitrage (MAVA). Profit from market discrepancies from volatility differentials.
Blog 24 Jul 2023 S&P 500 Adjusted for Discount Rates We look at how adjusting performance of the S&P 500 for discount rates reveals the long-term profitability of the companies it encapsulates.
Blog 15 Jul 2023 Fama-French 3- and 5-Factor Model We look at the Fama-French 3-factor model for predicting stock returns. Factors, critiques, evolution to five-factors, and ongoing debates.
Blog 15 Jul 2023 Carhart 4-Factor Model We look at the Carhart four-factor model approach, and how it differs from the widely recognized Fama–French three-factor model.