Making Sense

What is factor-based investing?


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Thomas O’Keefe, Managing Director of Investment Strategy and

Partnership, and Phillip Neuhart, Senior Director of Market and Economic
Research talked with Bryan Light, Senior Portfolio Manager and leader of
equity strategy for First Citizens Bank about how his team evaluate
companies.

We often talk about earnings growth and margins as part of market

fundamentals and quantitative investing. What’s the difference between
qualitative and quantitative investing? What attributes (or factors) do
we consider when evaluating stocks? Do some factors matter more than
others?

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Making SenseBy First Citizens Wealth