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Warren Buffett’s Secret Factor

Warren Buffett’s Secret Factor

Aired On

May / 11 / 2022
12:00 pm - EDT
Mikhail Samonov
Two Centuries Investments

There is no alpha without creative thinking and innovation. As the market value of equities increasingly skews towards intangible assets, alpha generation necessitates identifying the data sets and indicators that can capture this more amorphous driver of value. Where accounting standards and traditional fundamental analysis have failed to keep up, quantitative methods can unlock the opportunities.

In this webinar, Mikhail Samonov, CEO and portfolio manager of Two Centuries Investments, will share how intangible assets, especially those related to human capital, customer satisfaction, and brand, improve future fundamentals, sustain growth and probability, and can help all types of companies weather economic headwinds.

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This material is from Two Centuries Investments and is being posted with its permission. The views expressed in this material are solely those of the author and/or Two Centuries Investments and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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