An investment style is the way a manager goes about analyzing, buying, and selling stocks. Elements are the specific aspects of the stock and/or company that form the basis of the style being pursued. For example, a "valuation" style manager focuses on finding undervalued stocks. In turn, valuation style elements might include P/E ratios, cash flow valuation, and/or sum of parts valuation. Note that a valuation manager is not limited to purchasing "value" stocks, which, depending upon the information service used, are identified by having a low P/E, low P/R, and/or low P/B. That is, the valuation style is not synonymous with characteristically determined value stocks.
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
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This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...