INVESTMENT NOTES
#portfolio-construction
Investment research essays about portfolio-construction, grounded in filings and public materials.
Direction of MoneyThe craft and philosophy of finding market leadersDesigns a reproducible process for reading market, sector, and stock strength and ranking candidates with percentile-based multi-factor scores
Direction of MoneyInvesting in global market leadersApplies one factor discipline across markets while incorporating currency, disclosure, liquidity, and concentration into selection and allocation