Listen "What is factor-based investing?"
Episode Synopsis
Thomas O’Keefe, Managing Director of Investment Strategy and
Partnership, and Phillip Neuhart, Senior Director of Market and Economic
Research talked with Bryan Light, Senior Portfolio Manager and leader of
equity strategy for First Citizens Bank about how his team evaluate
companies.
We often talk about earnings growth and margins as part of market
fundamentals and quantitative investing. What’s the difference between
qualitative and quantitative investing? What attributes (or factors) do
we consider when evaluating stocks? Do some factors matter more than
others?
Partnership, and Phillip Neuhart, Senior Director of Market and Economic
Research talked with Bryan Light, Senior Portfolio Manager and leader of
equity strategy for First Citizens Bank about how his team evaluate
companies.
We often talk about earnings growth and margins as part of market
fundamentals and quantitative investing. What’s the difference between
qualitative and quantitative investing? What attributes (or factors) do
we consider when evaluating stocks? Do some factors matter more than
others?
More episodes of the podcast Making Sense
Helping Institutions Navigate Uncertainty
11/06/2025
Inflation commentary | Policy updates
10/11/2025
Q4 2025 Portfolio Positioning
10/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.