FI 423 Advanced Value Investing

FI
423
Hours
3
Advanced Value Investing

Informed by the participation of professional investors, students will further hone their equity research, analysis, valuation, and presentation skills through in-depth, real-time case studies of companies and situations that can present investment opportunities, such as neglected stocks, turnarounds, “compounders” and cyclicals. Students will also learn fundamental principles of equity-portfolio construction and management, including position sizing, portfolio diversification and managing risks.

Prerequisite(s):FI 418 orFI 422