Stock Investing: Understanding Investing Styles

Learners will learn the different stock investing styles investors use to make stock market profits. They will learn the major differences between the following styles: fundamental and technical analysis, top-down and bottom-up approach, qualitative and quantitative information processing, short/medium/long time horizon, and aggressive and defensive temperament. In the class’s case study, learners will also use their newfound knowledge to dissect a famous investor’s style.

I have a strong financial industry background. In terms of my educational credentials, I completed a bachelor’s degree in business management with a concentration in finance and a minor in economics from Boston University. I also earned a master’s degree in finance from Boston College and the Chartered Financial Analyst (CFA) certification from the CFA Institute. In my professional career, I have extensive working experience in the banking, commercial real estate, financial markets, and asset management sectors. I worked as an accountant, an analyst (risk, investment performance, reporting), a consultant, and an executive. I have published seven industry articles so far. In my current role, I focus on consulting, teaching investing, and producing investor educational materials.

55 minutes per week in class, and maybe some time outside of class.