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The Lazy Fundamental Analyst

Applying quantitative techniques to fundamental stock analysis

By Fred Piard

Paperback £19.99 / $34.99
eBook £17.99 / $21.99
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The Lazy Fundamental Analyst

Applying quantitative techniques to fundamental stock analysis

By Fred Piard

Jacket text

A simple, quick and effective approach to quantitative fundamental analysis

The Lazy Fundamental Analyst presents a collection of strategies based on the application of quantitative analysis to fundamentals-based investing. It will appeal to anyone looking for simple, effective and low-risk investing strategies.

The strategies are organised by ten business sectors: Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecommunication Service and Utilities. For each sector a strategy is proposed for large capitalisations (companies in the S&P 500 Index) and another is given for small capitalisations (companies in the Russell 2000 index).

For each sector, and each strategy, Fred Piard explains how to follow his ‘lazy’ approach to choose stocks by using only a couple of financial ratios. The strategies eschew detailed due diligence of companies and markets – instead they rely on applying quantitative techniques to filter out the best investments in each sector. These strategies can be managed in just a few minutes per month, making them suitable for those who only have limited time to devote to investing but still wish to have a winning return. Portfolio protection through the use of market timing and hedging is also presented and this can be used with any of the strategies.

If you don’t have the inclination for in-depth fundamental analysis, or only have a few spare minutes per month for your investing, try Fred Piard’s lazy approach to quantitative analysis.

About the author

FRED PIARD gained extensive experience in the software industry, information systems consulting and marketing before discovering an interest in the financial markets. Self-taught in this field, he puts into practice what he learnt from his previous activities to build his own methodology. From his years in research he has the ability to combine a systemic point of view and an analytic approach. As a software architect he knows that the things that work the best in the long term are the simplest. As a consultant he experienced the real economy through various sectors: energy, banking, healthcare, manufacturing and public administration. And he learned from marketing that human group behavior can sometimes be modeled, but never predicted. He has a PhD in computer science, an MSc in software engineering and an MSc in civil engineering.

Reviews

“In this book author Fred Piard makes quantitative fundamental analysis easy. He provides a logical, methodical, and systematic approach to investing for self-directed, risk-oriented investor. This is a book to keep in your library and refer to often.”

–Kyle P, Taking Care of Biz.org

“The Lazy Fundamental Analyst is an excellent handbook about simple stock investing strategies, all based on fundamental analysis. “

–P Garner, Amazon review

“A robust companion to Quantitative Investing”

–A Angerer, Amazon review

“Piard has written a practical guide on investing using fundamental factors with sector fund stocks. He provides a logical, backtested, non-emotional investing approach with 15 years of backtested results. Investors will find this book a perfect complement to his previous book, and will hopefully benefit from the strategies provided by Piard’s extensive research and testing.” —-Les Masonson, Buy Don’t Hold

Media coverage

From Taking Care of Biz.org:

The Lazy Fundamental Analyst by Fred Piard Harriman House Retail Price $34.00 Amazon Price: $23.75 Book Description: This is a simple, quick and effective approach to quantitative fundamental analysis. The Lazy Fundamental Analyst presents a collection of strategies based on the application of quantitative analysis to fundamentals-based investing. It will appeal to anyone looking for… Read more »

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Contents

Disclaimer
The Author
Preface
Introduction

Part I: Methodology
1. Quantitative Fundamental Analysis
2. Strategy Design and Evaluation
3. Portfolio Protection

Part II: Sector Analysis
Introduction
4. Consumer Discretionary
5. Consumer Staples
6. Energy
7. Financials
8. Health Care
9. Industrials
10. Information Technology
11. Materials
12. Telecommunication Services
13. Utilities
14. Dow Jones Industrial Average
15. Benchmarking by Sectors

Part III: Applications
16. Combined Portfolios
17. Other Applications

Conclusion
Appendix 1. Leveraged ETFs
Appendix 2. Strategy Returns
Appendix 3. Against Benchmark



Published: 06/10/2014
Edition: 1st
Pages: 161
Formats: paperback - ISBN 9780857193964
ebook - ISBN 9780857194510
Media enquiries

If you’d like to get in touch with the author for interview or comment, or you’d like a review copy of this book, please contact us at pr@harriman-house.com or call +44 (0)1730 233870.

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