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.
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking...
To learn how succession planning can help increase your practice value, download LPL's white paper, "Protect & Unlock Your Value through Succession Planning".
The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's...
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
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.