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Analyst Academy

Introduction from Founder & Lead Trainer, Brett Caughran.


The goal of the Fundamental Edge Academy is to leave graduates with the frameworks & analytical tools to respond well when your PM asks “hey go look at XYZ stock and let me know what you think”:

  1. Ability to analyze a business

  2. Ability to grasp a stock’s key drivers

  3. Ability to understand what is discounted in stock

  4. Ability to develop a differentiated view

  5. Ability to accurately assess value

  6. Ability to see investment opportunities clearly

  7. Ability to compellingly communicate a thesis

  8. Ability to dispassionately monitor & adjust a position

DOWNLOAD THE FULL SYLLABUS (PDF)

USE DISCOUNT CODE: OPM-10 FOR A 10% DISCOUNT DURING CHECKOUT

STUDENT TESTIMONIALS

  • “Brett puts things into context and I feel that I have more clarity as an analyst than ever before. I know that I will also benefit from the formal research process that Brett laid out for us.”

  • “The course was the best money and time investment I’ve spent. It’s unfair that we can get such a comprehensive mosaic of all the best practices in weeks, when previously accumulating all this knowledge might have taken decades of working. This course has raised the table-stakes in the game.”

  • “If you are entering a new seat and are worried about the unknown, the Academy is your best tool to navigate the things that no one tells you and everyone expects you to know.”

  • “I feel less intimidated by the industry & that my goals are attainable. Going to be putting this stuff to use everyday. At first, HFs seemed impossible to break into, now slightly less impossible.”

  • “If you've always felt like you put in the work but have never quite 'gotten it' -- this is the place where you can break through that wall.”

  • "If I had the academy when I entered the industry, I'd be two years ahead of where I am today. Any analyst I hire will go through the academy."

FACTORS FOR THE FUNDAMENTAL INVESTOR


A masterclass offering the frameworks and tools to help you excel in factor-based investing and risk management

NOW ENROLLING

Enrollment is now open for the February 24th, 2025 start date. In the video, Brett Caughran, founder and lead trainer, walks you through the program details, the concept of Factors, and covers much more.

Want to learn more, download the Factors Syllabus and info session deck below.

READY TO JOIN?

Enjoy $100 off for being an OPM listener by using discount code OPM-100 during checkout. Click the link below to enroll today!