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Fundamental Versus Technical: Cats and Dogs, or Yin and Yang?

Event Description

Sponsored by the Villanova School of Business 
 
Wednesday, June 17, 2020
12:00 PM - 1:00 PM
 
Via Webcast 
 
Fundamental analysis and technical analysis, the major schools of thought when it comes to approaching the markets, are at opposite ends of the spectrum. Both methods are used for researching and forecasting future trends in stock prices, and, like any investment strategy or philosophy, both have their advocates and adversaries. 

Fundamental analysis is a method of evaluating securities by attempting to measure the intrinsic value of a stock. Fundamental analysts study everything from the overall economy and industry conditions to the financial condition and management of companies. Earnings, expenses, assets, and liabilities are all important characteristics to fundamental analysts.
 
Technical analysis differs from fundamental analysis in that the stock's price and volume are the only inputs. The core assumption is that all known fundamentals are factored into the price, thus there is no need to pay close attention to them. Technical analysts do not attempt to measure a security's intrinsic value, but, instead, use stock charts to identify patterns and trends that suggest what a stock will do in the future.
 
Are these two approaches at odds, or can they be considered complimentary?  Our panelists will debate the merits of each perspective, and offer insight into their strategies:
 
Katie Stockton, CMT 
Fairlead Strategies 
 
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, and independent research provider of technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. Katie now provides research and consulting services to institutions and individuals as a FINRA-registered investment advisor.
 
Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. In 2017, 2019, and 2020 she was honored by The Technical Analyst, a U.K. based publication, for her work. Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school's Executive Advisory Council. She is a member of the Endowment Investment Committee for Christ Church Greenwich. Ms. Stockton frequently shares her views on CNBC and other financial news networks.
 
Edward O'Connor, CFA 
Cooke and Bieler
 
Edward O'Connor is a portfolio manager and research analyst at Cooke & Bieler, L.P. Prior to joining Cooke & Bieler, Edward served as an equity analyst and portfolio manager at Cambiar Investors. Edward earned a bachelor's degree in economics and philosophy from Colgate University and a master's degree in business administration from the University of Chicago.
 
Prior to his career in investment management, Edward served as a U.S. diplomat in Cuba and Guatemala, from 1993 to 1997.
 
Professor Michael Pagano, CFA, PhD of the Villanova School of Business will moderate the panel.  Micahel is considered an an expert on financial institutions, financial markets, risk management, investments, and international finance.
 
Registration is free of charge.
 
Click here to register.  
 
Thank you to the Villanova School of Business for sponsoring this webcast.

Speaker

 

Event Type

Society; Featured

Education Topic

 

Start Time

6/17/2020 12:00 PM

End Time

6/17/2020 1:00 PM

Event City

Online

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Location Info

​Online

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N/A

Member Price

N/A

Non-Member Price

N/A

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N/A

Registration

Registration is free of charge.
 
Click here to register.  
 
Thank you to the Villanova School of Business for sponsoring this webcast.

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Event Link

Fundamental Versus Technical: Cats and Dogs, or Yin and Yang?

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Event Short Info

Fundamental analysis and technical analysis, both methods are used for researching and forecasting future trends in stock prices, and, like any investment strategy or philosophy, both have their advocates and adversaries.

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Content Type: MyCFA Calendar
Created at 5/26/2020 4:12 PM by lkong@cfaphil.org
Last modified at 5/26/2020 4:13 PM by lkong@cfaphil.org