Excess Returns
Excess Returns
Aug 30, 2020
Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
Play episode · 1 hr 2 min

In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto. His paper "Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis" is also the basis for one of the quantitative models we run on Validea. In this interview, we cover a wide range of topics based on Professor Mohanram's research, including: 

- The criteria of his G Score strategy

- Whether accounting standards should change to account for intangible assets

- The balance between quality and value in portfolio construction 

- Separating winners from losers in Financial stocks

- Whether investors can profit from information on Twitter 

FOLLOW PROFESSOR MOHANRAM ON TWITTER

https://twitter.com/pmohanram

PROFFESSOR MOHANRAM'S RESEARCH

https://www.rotman.utoronto.ca/FacultyAndResearch/Faculty/FacultyBios/Mohanram

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

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FOLLOW JACK Twitter:

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FOLLOW JUSTIN Twitter:

https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

 

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