The Experts and the Evidence

Explore and apply celebrated investing strategies with practical tools from an expert team of finance professors

In the Experts and the Evidence: A Practical Guide to Stock Investing, a veteran team of finance researchers and practitioners delivers a one-of-a-kind explanation of how to use the data and analytics tools available on the Bloomberg professional platform to test and implement the philosophies and strategies of well-known investing experts.

Coming soon on 23 April 2020.

Combining a comprehensive discussion of the investment philosophies of renowned investors with rigorous testing and implementation on the widely available Bloomberg platform, the authors provides a hands-on tool for starting and maintaining a diversified portfolio. Readers will also find:

Quantitative explorations of popular investing strategies

Useful tools for systematically exploring different investment approaches

Discussions of value, growth, contrarian, portfolio, and factor investing, as well as technical analysis and advanced quantitative investing

An ideal resource for readers familiar with the basics of the financial markets and looking for a guide to a range of proven investment approaches, the Experts and the Evidence is also an essential read for advanced undergraduate and graduate students seeking a real-life informational and analytical system for the application of investment strategies.

Table of Content

List of Practical Applications


About the Authors

Chapter 1. Introduction – Experts and Evidence

Chapter 2. Warren Buffett – The Greatest Investor?

Chapter 3. Philip Fisher – Growth Investor

Chapter 4. David Dreman – The Master Contrarian?

Chapter 5. Harry Markowitz – The Father of Portfolio Theory

Chapter 6. Behavioural Finance – Some Useful Insights

Chapter 7. Technical Analysis

Chapter 8. Quants and Alternative Investments

Appendix I. Introduction to BLOOMBERG PROFESSIONAL®

Appendix II. Methods of Valuation

About the Companion Website


List of Practical Applications

Practical Application I - Equity Screening and Backtesting

Practical Application II: Understanding A Company’s Realized and Potential Growth

Practical Application III– A Closer Look into Portfolio Performance

Practical Application IV– Beta Estimation and Factor Backtesting

Practical Application V: Factors to Watch

Practical Application VI: A Walkthrough of Technical Analysis

Practical A pplication VII: Quant Tools