The Investment Process and Security Selection

The Investment Process and Security Selection

This two-part video series will help us understand the investment process and explore what sources of repeatable performance can arise from its various components.
Overview

Security analysis is a discipline of understanding the underlying fundamentals of a business or sector. The key outcome is the point prognosis based on the assessment of the total addressable market.

Key learning objectives:

  • What are the key stages in the investment process?

  • Recognise how the activities of the investment process fit with one another

  • Understand what sources of repeatable performance can arise from its various components

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Summary
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Expert
Alex Struc

Alex Struc

Alex is a fixed income investor with deep credit expertise. His work on liquid impact investing, deep expertise in financial markets, and a strong belief in the power of scalable frameworks to outperform and foster positive change drove him to found GOALSFIRST with a single vision of unlocking the full value of finance for change. Prior to founding GOALSFIRST, Alex managed credit assets for PIMCO for nearly fifteen years, including the firmwide exposure to financials and the world largest bank capital fund. In 2014 he was named FN’s 40 under 40 asset managers for his work in this sector. In his earlier years, he built the firm’s European bank loan business and positioned PIMCO as a liquidity provider in that space by introducing relative value trading to this seemingly illiquid asset class.

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