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.
Overview
This course includes:
- On-demand videos
- Practice assessments
- Multiple hands-on learning activities
- Exposure to a real-world project
- 100% self-paced learning opportunities
- Certification of completion
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.
Skills You Will Gain
Learning Outcomes (At The End Of This Program, You Will Be Able To...)
- Describe and illustrate the components of total shareholder return (TSR) and their interrelationships.
- Explain and apply a range of methods for assessing the intrinsic value of the equity or the whole business of a firm.
- Explain value investment strategies based on identifying potentially under-valued firms.
- Discuss the limits and challenges with value investing strategies and the hurdles that investors should be prepared for when implementing them.
Prerequisites
Basic understanding of investments, stocks and stock markets.
Who Should Attend
This program is designed for anyone interested in understanding how to apply value investing techniques to investment selection, including private investors, people already working within a financial institution in the front, middle or back-office areas, or seeking entry to one of these roles.
