Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Because this step is similar in this method as it is in the other valuation methods (DCF, Comparable Company, etc.),

Valuation

CNBC: Investing

MARCH 5, 2024

Zehrid Osmani, a portfolio manager at Martin Currie, says he's not worried about Nvidia's ever-climbing stock price.

Portfolio Management

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

Private Equity

The TRADE

SEPTEMBER 15, 2023

The top 50 companies demonstrating the highest momentum, muted volatility, attractive valuations and most profitability are identified by the MVP index. An aggregated sector-neutral MVP score selects the companies – for a security to be selected for the index, it must be a member of the Bloomberg US large cap index (B500 index).

Portfolio

CNBC: Investing

JULY 1, 2025

I last wrote about SHAK in February of last year and first added this company to our growth portfolio on Feb. It's been a volatile ride since then, as the company navigates expansion in a competitive fast casual dining space, as well as a rich valuation that has some reluctant to chase into all-time highs. 2026 expected: 24.9%

IT

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

Portfolio

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Practice, Practice, Practice Run through your story, deal experience, etc.

Private Equity

OfficeHours

JULY 20, 2023

This generally means that the interviewer already has confidence that you can handle the basic technica l aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. as many times as you possibly can.

Recruitment

Mergers and Inquisitions

JANUARY 31, 2024

Depending on your personality, skill set, and long-term goals, these single-manager funds or “hybrid funds” could be perfect or far from ideal: What Are Single-Manager Hedge Funds? In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation.

Funds

Wall Street Mojo

JANUARY 17, 2024

In the process of interest rate swap valuation , a fixed rate is exchanged for floating rate by taking advantage of the rate fluctuations in the financial market in order to obtain lower rates. We look at Interest Rate Swaps in detail in this article, along with examples – Learn more about Swaps, valuation, etc. How To Calculate?

Financial Institution

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds

Peak Frameworks

AUGUST 24, 2023

Company Valuation distribution channel analysis provides insight into the company's revenue potential and cost structure. An efficient and broad-reaching channel can justify a higher valuation due to the potential for greater market penetration and profitability.

Private Equity

Mergers and Inquisitions

JULY 23, 2025

Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters. potentially over a 2x difference at the top levels).

Investment Banking

Mergers and Inquisitions

NOVEMBER 15, 2023

Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. For example, they won’t ask about quantitative methods, derivatives, or portfolio management in a standard investment banking interview.

CFA

JD Supra: Mergers

MARCH 7, 2025

The UKs Financial Conduct Authority ("FCA") has published findings from its multi-firm review of valuation processes for private market assets.

Valuation

CNBC: Investing

JULY 14, 2025

"With dividend yields now approaching all-time lows, there's a case to be made that valuations and investor expectations have become stretched," Reid wrote. If a downturn hits, buybacks can stop much more quickly than dividends — and that can pull away a key pillar of market support, he said.

Stock

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., If you have an advanced medical or academic background (e.g.,

Funds

The TRADE

JANUARY 24, 2025

This helps market participants, especially portfolio managers, to reduce both the noise in their portfolio and in their portfolio tracking error overall. How exactly does publishing these prices 15 minutes earlier positively impact participants as regards their portfolios and trading strategies?

Portfolio