Very few seem to be following qualitative analysis & more follow Quantitative analysis
What forms part of qualitative analysis?
To know more: join me on Thursday, January 7'2021 at 5 p.m.
ZOOM INVITE:
Meeting ID: 841 5000 6619
Passcode: 920511
What forms part of qualitative analysis?
To know more: join me on Thursday, January 7'2021 at 5 p.m.
ZOOM INVITE:
Meeting ID: 841 5000 6619
Passcode: 920511
https://twitter.com/IamMisterBond/status/1345951174378229762
Qualitative analysis should include:
1. FM track record
2. Sector/Stock selection based on different Business Cycles
3. Scheme to FM ratio
4. Turnover ratio
5. Frequency of NFOs
1. FM track record
2. Sector/Stock selection based on different Business Cycles
3. Scheme to FM ratio
4. Turnover ratio
5. Frequency of NFOs
Very important to identify macros for different Business Cycles that can be divided into:
1. Growth
2. Recession
3. Slump
4. Recovery
All need to be identified based on different characteristics of each cycle
1. Growth
2. Recession
3. Slump
4. Recovery
All need to be identified based on different characteristics of each cycle
Scheme then should be Market Cap and Sector agnostic but select stocks based on above analysis
Are we as MFDs or Investors capable of identifying these trends and cycles?
Are we as MFDs or Investors capable of identifying these trends and cycles?
Answer is clearly NO. We do not have to be replicating FM's role. Instead identify a scheme that follows this pattern of investment phiolosphy.
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