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Omer Cedar - Quant-Aware Discretionary (S3E11)
Flirting with Models
How Do You Think About Combining Those Concepts?
I always have sort of felt like the cliche fundamental manager play always has that upside down pyramid, right where you're screening the stocks down into the end portfolio. But to me, those concepts seem a little bit at odd. It's like where one stops and the other one sort of begins. So how do you think about marrying these concepts together? I'm going to call bottoms up. They originate typically from a thesis, a change in the environment, some real sort of exogenous kind of variable that typically is not easily sort of quantified using historical data.
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