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The Lazy Fundamental Analyst: Applying quantitative techniques to fundamental stock analysis by Fred Piard

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Part II: Sector Analysis

Introduction

This second part has one chapter for each GICS sector. The format of each chapter is the same and is as follows:

  • Each chapter begins with the sector’s definition and gives as examples its largest companies.
  • Then two following sections correspond to companies in the S&P 500 and the Russell 2000.
  • For each reference set, the individually relevant factors are listed and a strategy is proposed. Each strategy is simulated on 15 years without, then with, hedging. The hedging tactics have been previously discussed.
  • The performance consistency is evaluated through three, five-year periods, and is followed by a short comment.

There are 10 sectors, therefore 10 chapters, and an eleventh chapter about ...

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