Tom Brakke, CFA

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Tom Brakke, CFA, helps investment firms and the buyers of their services to improve decision processes and effectively communicate their ideas internally and externally. At times during his career, Tom has been an analyst, portfolio manager, director of research, creator of investment products, professor, and consultant (including for the Global Research Analyst Settlement). Brakker writes extensively about the business on his blog about the research puzzle and his newsletter, The Prudent Fiduciary Digest.

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Following his keynote speech at the 65th CFA Institute Annual Conference in May, James Montier was asked about the models that he uses to analyze investment opportunities. He described them as “valuation-based models that simply split returns down into their … Read more

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