Practical analysis for investment professionals

Gautam Dhingra, PhD, CFA

8 Posts

Biography

Gautam Dhingra, PhD, CFA, is the founder and CEO of High Pointe Capital Management, LLC. He developed the firm's pioneering investment approach based on the concept of Franchise Quality, and under his leadership, High Pointe has built an enviable investment performance record. Dhingra served on the faculty member at Northwestern University’s Kellogg School of Management for two years. In this role, he designed and taught The Business of Investing course in the school’s MBA curriculum. His research interests include ESG investing and valuation of intangible assets. He holds a PhD in finance, with specialization in investments and econometrics, from the University of Florida’s Warrington College of Business. At Warrington, he taught two courses in securities analysis and derivatives.

Author's Posts
Headwinds Approaching: Are ESG Investors Prepared?

What happens if the tailwinds that have driven returns for ESG investors turn to headwinds?

ESG Investing: Can You Have Your Cake and Eat It Too?

Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?

Negative Interest Rates: Carry an Umbrella at All Times

Negative interest rates are back! Should portfolio managers change their game plans because of them?

Rush Hour and Short Cuts: How to Navigate Market Corrections

Would you rather be stuck in rush hour traffic or rebalance your portfolio?

Franchise Quality Score: A Metric for Intangibles

Ever-increasing investments in intangible assets by firms are rendering old stock valuation models obsolete and demonstrate the need for new valuation frameworks. That's where the Franchise Quality Score comes in.

Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks?

The Old Faithful Portfolio

Can Old Faithful's renowned reliability be replicated in a portfolio?