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28 active equity investing: strategies (types (bottom-up, top-down, factor…
28 active equity investing: strategies
approaches
differences
the nature of the info used
the focus of the analysis
orientation to the data - future vs past
portfolio construction - judgement vs optimization
types
bottom-up
top-down
factor-based
activist
others
creating a fundamental strategy
process
pitfalls
behavioral bias
value and growth traps
creating a quantitative strategy
process
pitfalls
survivorship bias
look-ahead bias
data mining
overfitting
turnover transaction costs and short availability
equity investment style classification
approaches
holdings-based
large / mid / small - cap
growth / value / core characteristics
return-based
manager self-identification
strengths and limitations of style analysis