Hunting for the next winners: a quantitative approach to navigating the post-COVID market
Available on demand
Join us to find out how to uncover investment opportunities in today's volatile market using a combination of fundamental and quantitative techniques. What are the next winners, how to identify them, and why to adopt the quantamental approach to investing? Hear from the data experts and industry practitioners to find out.
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In just under 1 hour, you'll learn:
- Some fundamental and quantitative tools that can be used today
- Which companies rank well for potential additional fundamental research?
- How to avoid value traps and companies with distressed balance sheets?
- Why a quantitative approach is becoming more widely adopted: insights from an industry practitioner
Meet our speakers
Tim Gaumer
Director of Fundamental Research
Refinitiv
Tim is the Director of Fundamental Research at Refinitiv. He held the same position at StarMine, a company acquired by Refinitiv predecessor Thomson Reuters in 2008.With more than 20 years of experience conducting fundamental analysis, Tim is widely regarded as an expert helping fundamental investors apply innovative quantitative research in their investment process.
Tim previously worked at several buy-side and independent research firms as an equity analyst, portfolio manager, and director of research.
Tim is a Chartered Financial Analyst and holds an undergraduate degree in Electrical Engineering and an MBA in Corporate Finance. He is included in the CFA Institute Approved Speaker List.
U-Wen Kok
Chief Investment Officer, RS Global
RS Investment Management
U-Wen Kok is Chief Investment Officer of the RS Global team and portfolio manager of the Victory RS Global Fund and Victory RS International Fund. RS Investments was acquired by Victory Capital in July 2016 and is a Victory Capital investment franchise.
Ms. Kok began her investment career in 1990 and has served in a variety of portfolio analyst and manager roles. Prior to joining RS Investments in 2013, she was a portfolio manager at RBC Global Asset Management for North American and global equity products.
Ms. Kok holds a B.A. in economics and political science from the University of Toronto. She is a CFA® charterholder.
Stephanie Greiner
Solution Consultant Manager
Refinitiv
Currently, Stephanie is managing the Solution Consulting team in the Americas that is specifically focused on Portfolio Analytics & Lipper. Prior roles at Thomson have included L&D, building and managing a post sales Specialist Services model, Account and Product Management, Sales and Business Operations, Commercial Management and various global helpdesk/support roles.
Stephanie began her journey at Refinitiv in 1995 via Vestek, focusing on portfolio risk and attribution analytics, backtesting and what was then state of the art investment technology.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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