Brian Chingono
Partner and Director of Quantitative Research
Speaker
Verdad
Before joining Verdad, Brian worked at Dimensional Fund Advisors and Credit Suisse. Brian earned an AB from Harvard College and an MBA with honors from the University of Chicago Booth School of Business. As a graduate student, Brian co-authored two research papers related to Verdad’s investment strategy: Leveraged Small Value Equities and Forecasting Debt Paydown Among Leveraged Equities.
Topic
3:30 PM - 3:50 PM
Thursday General Session 2/1/2024
”More Bang for Your Buck” High Profitability at Cheap Valuations in Europe
- Financial theory suggests there are two ways to outperform the market
- Earnings growth lacks persistence beyond random chance, and cheap assets can remain cheap for extended periods of time
- Asset productivity has been shown to persist over time
