Value Investing Strategies

This foundational course introduces and illustrates the components of total investors’ returns, and how to apply balanced value investing strategies to optimize total risk and returns for investors in equity. It explains and illustrates intrinsic valuation techniques including earnings and EBITA (or EBITDA) multiples valuation, the dividend valuation model (DVM), and discounted cash flow (DCF). It also discusses and illustrates net assets valuation, market-to-book ratios (MBR), portfolio construction, and qualitative and behavioral success factors including client relationship management. …