Portfolio Management Archives - Page 2 of 4

Event-Driven Investing Strategies Used by Professionals

Event-driven investing is one of the oldest hedge fund strategies, built around mergers, index rebalancing, and corporate catalysts. Learn how professionals classify, hedge, and size these trades.

mac36684 October 5, 2026

Blog Financial Ratios Portfolio Management

Special Situation Investing Explained

Special situation investing targets temporary mispricings created by spin-offs, mergers, bankruptcies, and buybacks. Learn how merger arbitrage, spin-off investing, and event-driven strategies work, plus their risks.

mac36684 October 5, 2026

Blog Financial Ratios Portfolio Management

Turnaround Investing: Finding Recovery Opportunities

Turnaround investing targets beaten-down companies showing genuine signs of recovery. Learn the screening criteria, warning signs of a value trap, and how to size and manage turnaround positions.

mac36684 October 3, 2026

Blog Macroeconomics & Markets Portfolio Management

Cyclical vs Defensive Stocks: Investment Strategy Guide

Cyclical stocks move with the economy; defensive stocks hold steady through it. Learn the key sector differences, examples, risk profiles, and how to allocate between them across the business cycle.

mac36684 October 3, 2026

Blog Macroeconomics & Markets Portfolio Management

Defensive Investing Strategies During Market Uncertainty

When markets get volatile, defensive investing strategies help protect capital and limit drawdowns. Learn about defensive stocks, low-volatility ETFs, bonds, dividends, and portfolio allocation tactics for uncertain markets.

mac36684 October 1, 2026

Blog Macroeconomics & Markets Portfolio Management

Contrarian Investing: Buying When Others Are Selling

Contrarian investing means going against the crowd: buying when fear dominates and selling when euphoria takes over. Learn the psychology, sentiment indicators, and risks behind this strategy.

mac36684 September 29, 2026

Advanced Stock Market Research & Investment Process Blog Financial Ratios

Deep Value Investing: Finding Extremely Undervalued Stocks

Deep value investing looks for stocks trading far below intrinsic worth, often near or below liquidation value. Learn Benjamin Graham's net-net method, NCAV formula, screening criteria, and the risks of value traps.

mac36684 September 29, 2026

Blog Factor Investing Financial Ratios

GARP Investing Strategy Explained: Growth at a Reasonable Price Guide

GARP investing blends growth and value investing to find stocks with strong earnings growth trading at fair valuations. Learn the PEG ratio, Peter Lynch's approach, GARP ETFs, and how to build a GARP portfolio.

mac36684 September 27, 2026

Portfolio Management

Concentrated vs Diversified Portfolios

A complete guide to concentrated vs diversified portfolios — the math of how diversification reduces risk, diminishing returns to adding more holdings, famous concentrated investors, position sizing frameworks like Kelly Criterion, and how to decide which approach fits your situation.

mac36684 August 21, 2026

Portfolio Management

Core-Satellite Portfolio Strategy

A complete guide to the core-satellite portfolio strategy — how the core and satellite layers work together, sizing the split, tax and cost efficiency, common satellite strategies, and how to build one step by step.

mac36684 August 21, 2026