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How To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 Billion
My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies.
Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy.
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By Adam Sarhan
4.9
1515 ratings
My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies.
Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy.
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