Brett Caughran, founder and lead trainer at Fundamental Edge, shares his insights on succeeding in the competitive hedge fund world. He emphasizes the importance of mastering practical skills and building trust with portfolio managers over time. The discussion also covers the gap between academic knowledge and real-world application, as well as the evolving role of AI in investment analysis. Caughran highlights the need for continuous education and the diverse paths available for aspiring analysts aiming for portfolio management.

Brett Caughran, Lead Trainer and Founder of Fundamental Edge, discusses earnings season, fundamental stories, liquidity and market efficiency, small caps, pod shop strategies, interest rate environment, risk management, and pod shop culture in this episode.

Former portfolio manager Brett Caughran shares his experience in the hedge fund industry and discusses his training program, Fundamental Edge. Topics include the importance of mentors, the influence of multi-manager hedge funds, and the growing impact of buy-side analyst firms.