Active Equity Investing: Strategies

Free CFA Level III: Portfolio Management lesson in Active Equity Investing. 16 min read, ~2,370 words.

Learning Outcome Statements. 1. compare fundamental and quantitative approaches to active management. 2. analyze bottom-up active strategies, including their rationale and associated processes. 3. analyze top-down active strategies, including their rationale and associated processes. 4. analyze factor-based active strategies, including their rationale and associated processes. 5. analyze activist strategies, including...

Read the full lesson, free →

Worked examples, audio narration, and practice. No signup to read.

What this lesson covers

Content
Example 1
Example 2
Common Mistakes
Key Takeaways
Exam Shortcuts

Learning objectives

active equity strategies
active equity construction

Browse all free CFA L3 Portfolio Mgmt lessons or jump into free CFA L3 Portfolio Mgmt practice questions.