Bedrock asset management

ETF
A marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Trades like a common stock on a stock exchange
Market Cap
The company’s total value according to the stock market
What different characteristics could you market your portfolio on?
Stocks or Bonds?
Small, medium, or large cap stocks?
Risk profile: value or growth investing?
Beta
the amount of return that can be explained by factors such as rising indexes or strong economic growth
Alpha
Part of return that cannot be attributed to outside factors
Specific risks
capital risk, currency risk, legal risk, compliance risk
Systemic risks
threats to the entire financial system or large chunks of it
What is used to benchmark the performance of a portfolio?
Indices or peer group statistics
How would you describe Bedrock Asset Management’s investment style?
What two branches of research are used in predicting future stock prices?
Fundamental analysis – underlying fundamentals (revenue, earnings or cashflow)
Technical analysis – price, volume, moving averages and charts
Traditional vs. alternative asset managers
Traditional – retail funds, pension funds
Alternative – hedge funds, private equity, and venture capital
what was your most significant accomplishment to date?
My internship at the WHO. Not directly related to asset management. My supervisor was Director of the Prevention of Noncommunicable Diseases department so I was able to work in several different areas within the department and put to use a wide range of skills.