Fundamental Edge

If you asked an investment industry veteran they'd probably tell you the industry is shrinking... After all, passive indexation is putting pressure on traditional long only active management, single manager hedge fund launches are at all time lows, and a handful of big multi-manager pod shops continue to suck up assets and talent. But Brett Caughran, Founder of Fundamental Edge, explains that although all of these things are true, it actually equals more investing jobs, not less. It simply takes more headcount per $ of AUM to run a pod shop strategy than it does to run more traditional strategies with longer time horizons. For every dollar that leaves a long only or single manager for a pod shop, the headcount might double or triple. Couple that with the rise of family offices which definitionally don't close (they call it generational wealth for a reason) and suddenly the picture for fundamental investing jobs looks a lot more rosy. Listen to the full OPM Pod interview to hear more about Brett's outlook for the investing industry. Apple http://bit.ly/4ibClID Spotify http://bit.ly/4hDikKX YouTube http://bit.ly/3QfDuTe Are you a buyside professional looking to make a move to one of the industry's growing sectors like multi-managers or family offices? Get 10% off Analyst Academy with coupon code OPM-10: https://lnkd.in/ea_CGsnZ

Reminder: Factors for the Fundamental Investor begins today! Factors is a 4-week masterclass designed to equip fundamental investors with the frameworks and tools necessary to effectively manage risk and succeed in factor-based investing. It's not too late to sign up! Click below to register or learn more about the program.

What does it take to succeed in one of the most competitive industries on the planet, hedge funds??? Up until recently the only way to answer that question and learn the skills of a hedge fund analyst was on the job experience. Even if you were lucky enough to land a seat you had better learn quick because you weren't getting much training and there are literally hundreds of smart hungry people who would love to take your seat. Brett Caughran Founder and Head Trainer at Fundamental Edge is flipping the script with their Analyst Academy. Brett came on "Other People's Money" to discuss: -How Fundamental Edge is training the next generation of buyside investors -What it takes to be a hedge fund analyst in the modern investing landscape -Why these skills are important for all buyside investors, not just hedge funds -The role that AI can play in an institutional investment process -His outlook for the hedge fund industry and the role of fundamental analysts -And much more! Watch or listen to the full interview: Apple http://bit.ly/4ibClID Spotify http://bit.ly/4hDikKX YouTube http://bit.ly/3QfDuTe Fast track your buyside career and save 10% on their Analyst Academy with coupon code OPM-10 at https://lnkd.in/ea_CGsnZ

Join us tomorrow, February 12th at 5:00 PM ET for the Quantitative Factor Stock Selection 101 webinar with Rocky Cahan of Empirical Research Partners. Learn how to integrate factor-based quant models into your stock selection process to enhance your investment strategy. Don’t miss out—register below to secure your spot!

QUANTITATIVE FACTOR STOCK SELECTION 101 WEBINAR, FEB 12TH AT 5PM ET To continue with our focus on factor based approaches to fundamental investing, I am really excited to host Rocky Cahan of Empirical Research for a free webinar on February 12th at 5pm ET. I have personally known Rocky & Empirical Research for over 10+ years and no one individual has taught me more about factor-based investing. I am super excited to bring this webinar to you and help fundamental investors learn more about overlaying factor approaches to fundamental stock selection. Register here: https://lnkd.in/eXEHi4iq

'Factors for the Fundamental Investor' intro slides. Outline: 1. Why do this? 2. How it works 3. Applied risk math 4. Assumptions 5. Summary 6. Q&A If you'd like the voiceover or deeper dives, Brett Caughran is running a course and recently opened registration. He has pulled together a number of great presenters we jointly interview covering factors & their applications in financial markets today from several different angles (Mark Carver from MSCI/Barra, Melissa Brown from Axioma/Simcorp, Giuseppe Paleologo of 'Advanced Portfolio Management', and many more). Let me know if you'd like the excels underlying the presentations or have any questions.

For those interested, the excerpt below is from a teach-in I did for Brett Caughran’s Fundamental Edge course. The transcript is here: https://lnkd.in/edrNukYA and the slides are at linktr.ee/paleologo under “Factors 201”.

We're proud to announce the launch of the 2nd annual FExAVIC Stock Pitch Competition, sponsored by Fundamental Edge and Arizona State University's Applied Value Investing Club. First-round submissions are due on February 7th!  Finalists will be invited to present their ideas at the ASU campus on Friday, February 28th. We have a great panel of judges this year, including: - Brett Caughran, Founder & Lead Trainer of Fundamental Edge - Cole Smead, CEO & Portfolio Manager, Smead Capital Management - Jim Falbe, Managing Principal & Portfolio Manager, Saguaro Capital Management - Jeff Mindlin, Chief Investment Officer, ASU Enterprise Partners The winners will receive cash prizes, Analyst Academy tuition, and distribution of their work to our buyside investor community. Visit the AVIC website (https://lnkd.in/g2--8G6F) for more info or email appliedvalueinvestingclub@gmail.com.

WEBINAR: FACTOR RISK MODELS 101 Please join Fundamental Edge on Wednesday Feb 5th at 4:30pm ET for a free webinar with Rich Falk-Wallace. Rich is the Co-Founder & CEO of Arcana, an institutional factor risk management platform. Rich brings extensive fundamental investing experience to (Silver Point, Viking, Citadel) this role and, is incredibly thoughtful on the integration of fundamental investing & factor risk management. I will host Rich in a fireside chat format, and there will be opportunity for Q&A. Replay will be available (will be sent automatically if you are registered for the Zoom). Registration available here: https://lnkd.in/gXj8UTfg

WEBINAR: FACTOR RISK MODELS 101 Please join Fundamental Edge on Wednesday Feb 5th at 4:30pm ET for a free webinar with Rich Falk-Wallace. Rich is the Co-Founder & CEO of Arcana, an institutional factor risk management platform. Rich brings extensive fundamental investing experience to (Silver Point, Viking, Citadel) this role and, is incredibly thoughtful on the integration of fundamental investing & factor risk management. I will host Rich in a fireside chat format, and there will be opportunity for Q&A. Replay will be available (will be sent automatically if you are registered for the Zoom). Registration available here: https://lnkd.in/gXj8UTfg