Practical analysis for investment professionals

financial analysis


Hiring and Firing Portfolio Managers: Process and Outcomes

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

The Intangible Valuation Renaissance: Five Methods

Intangible assets are increasingly critical to corporate value, and new valuation methods need to be deployed to accurately calculate their worth.

Analyzing Mr. Market’s Sense of Priority

How do we decipher what Mr. Market's priorities are?

Analyst Forecasts: Lessons in Futility

It is common knowledge that all forecasts are wrong, but many investors still think forecasting one-year stock returns is a useful exercise, Joachim Klement, CFA, writes.

Investing in Asia: Grasping Corporate Governance Nuances Is Key

What do swimming scallops have to do with investing in Asia? A lot, according to S. Joyce Li, CFA.

Smart Beta: How to Avoid Fixed Income’s “Crocodile Jaws”

Can smart beta help bond investors escape fixed income's "crocodile jaws"? Salvatore J. Bruno and Kelly Ye, CFA, weigh in in an interview with Paul Kovarsky, CFA.

The Dark Side of Low-Volatility Stocks

Low volatility may be a great marketing concept, but does it work as a strategy?

Andrew W. Lo: To Survive Adaptive Markets, Look to Biology

Andrew W. Lo explained how insights from biology can address the shortcomings of the efficient market hypothesis (EMH).

Mr. Market’s Split Personality: Can Sector-Driven Factors Help?

Can Joel Greenblatt’s well-known Magic Formula help address Mr. Market's split personality?

Factor Investing in Micro and Small Caps

Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?



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