#4. Motivate Others to Act

10 Steps for Equity Research Analysts to Perform Better

According to Reuters, one of its sister companies, Lipper, finds that roughly 85% of active large-cap stock funds are lagging their benchmarks year-to-date through late November.  Investors are voting with their feet as shown by the $206 billion of inflows into ETFs through the first 10 months of 2014 vs. only $36 billion for the…

Portfolio Managers’ #1 Frustration With Equity Research Analysts

While I was studying the Japanese language during college, I initially didn’t take notice that the word “chigau” (ちがう) is used to convey both “different” and “wrong.”  But after moving to Tokyo and learning the importance of conforming to the group, I developed a newfound appreciation for why these two English words require only one…

Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 3 of 3)

In Part 1 & Part 2 of this series, I asked if you have trouble finding time to develop killer insights for stock picking. To solve this dilemma, I provided a relatively simple concept that I’ve taught hundreds of highly-successful buy-side and sell-side equity research analysts, specifically to identify and monitor a stock’s critical factors….

Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 2 of 3)

In Part 1 of this 3-part series, I asked if you find your days jammed with meetings and calls and yet no killer insights. To solve this dilemma, I introduced a relatively simple concept that I’ve taught hundreds of highly-successful buy-side and sell-side equity research analysts, specifically to identify and monitor a stock’s critical factors….

Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 1 of 3)

If you wanted to fish for swordfish, chartering a deep water fishing boat with an experienced captain would be a sound strategy, but wouldn’t it be better to find a boat where the captain is known for having the customers who bring the biggest fish back to the dock? The best equity research analysts don’t…

10 Questions Equity Research Analysts Should Answer Before Making a Stock Call

Over 80% of equity research lacks insight. That’s what I learned from interviewing over 40 portfolio managers in New York City, London, Singapore and Tokyo. Let’s face the fact that our industry lacks quality control measures (and a rigorous training program), which leads to heaps of compost (or other material used to fertilize your garden)….

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