Equity Archives - Page 2 of 2 - Fundopedia

Alternative Investments…

Alternative/Renewable Energy and Alternative/Renewable Energy Fund

15 Jul 2013June 2, 2025

Alternative and renewable energy assets currently only represent a small portion of the markets, but it is growing quickly. Solar Power Solar energy is the most environmentally friendly energy source,…

U.S. Mid Cap Equity Fund Investment Philosophy and Approach (Core, Value, Growth)

27 Feb 2013July 1, 2013

In the U.S., mid-capitalization companies are typically defined as those having a market capitalization range of $2 billion to $10 billion. During the period of January 1979 through December 2012,…

Equity

Global Health Care Sector Investment Universe

13 Feb 2013March 19, 2025

The Health Care sector has many diverse industries; it can be broadly split into two groups: Pharmaceuticals, Biotechnology & Life Sciences. The group includes firms in the discovery, development, manufacturing,…

Equity

Small Cap Growth Investing

30 Jan 2013April 14, 2026

Investment Philosophy Small Cap Growth investors believe that there are huge information gaps (between stock price and its intrinsic value) in the small rapidly growing companies’ universe and these gaps…

Equity

The Halloween Indicator

6 Nov 2012May 22, 2025

Stock markets have seasonal effects, e.g., Monday-effect, weekend effect, turn-of-the-month effect, holiday effect, January effect, etc. The Halloween indicator conveys an equity return anomaly in which the period from November…

Equity

Equity Funds: Larger Cap or Smaller Cap?

17 Aug 2012August 26, 2025

Equity fund investors make stock purchases based on the belief that past returns are indicators of future performance, but whether size matters has been underestimated, especially for mutual fund investors,…

Financial Modeling…

Valuation Multiples, BtM, Tobin’s q, and EM

10 Jul 2012March 31, 2025

Empirical studies indicate that value stocks have beaten the market over the long run, which are characterized by low multiples: price-to-earnings (P/E), price-to-book (P/B), enterprise value (EV), earnings before interest,…