Public Markets
Hedge Funds
Building and monitoring an equity thesis.
Overview
The fundamental equity playbook: how to create a differentiated thesis, do the diligence, and monitor a position through earnings and catalysts. Built around how investors actually think, not textbook theory.
Who it's for: Hedge fund analysts, portfolio managers, and fundamental investors.
What you'll cover
- Creating a differentiated equity thesis and variant perception
- Primary and secondary diligence
- Building the model that matters for the marginal dollar
- Position sizing, risk and reward, and portfolio construction
- Monitoring: quarterly earnings, milestones and catalysts
- Updating the thesis and knowing when you are wrong
What delegates can do afterwards
- Construct a differentiated long or short thesis with a clear variant view
- Conduct primary and secondary diligence to test the thesis
- Size a position against its risk and reward within a portfolio
- Monitor and update the thesis through earnings, milestones and catalysts
Discuss a programme
Tell us who the programme is for, roughly how many delegates, and what they need to be able to do afterwards. We will come back with a proposed structure and outline.