Advanced Value Investing
Building on our popular Value Investing program, the Advanced Value Investing program provides a deeper dive into the world of value investing. It explores how the practice has evolved since its inception and provides cutting-edge insights and best practices for the future of investing in a world of disruption and ever-changing trends in the market.
Building on our popular Value Investing program, the Advanced Value Investing program provides a deeper dive into the world of value investing. It explores how the practice has evolved since its inception and provides cutting-edge insights and best practices for the future of investing in a world of disruption and ever-changing trends in the market.
The practice of value investing is flexible and tactical. It uses techniques that are specific to the problem at hand and extends to investments beyond public equities. Advanced value investing emphasizes investing in compounders— companies that can reinvest capital at returns of invested capital well above the costs of capital, have large total addressable markets so that they can grow with the market and “compound” for long periods of time, and are careful in the evaluation of the risks of the business operations of the firm.
The program delves deeply into the logic compounders, both conceptually and in practice, followed by an analysis of the disruption and changing trends in the market. Two case studies help exemplify and deepen the understanding of disruption risks, equipping the participants to understand trends beyond standard diversification arguments.
Finally, the program explores slow-moving consumer trends by examining industries like healthcare, education, and leisure, leaving the participants better equipped to position their investment portfolio.
Please contact our Learning Solutions Specialists at +1 212-854-3395 for a personal conversation to learn more.
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Advanced Value Investing builds on the popular Value Investing program at Columbia Business School Executive Education. The Advanced Value Investing program offers:
- A crash course in the valuation framework, an investment approach that is flexible and tactical
- A deep dive into the framework of investing in compounders — companies that can reinvest capital at returns of invested capital well above the costs of capital and that have large total addressable markets so that they can grow with the market and “compound” for long periods of time
- A better understanding of risk beyond standard diversification arguments
- A look at the disruption and changing trends in the market, including macrotrends and regulatory threats
- The increasing importance of slow-moving consumer trends to the portfolio diversification
Upon completion of this program, you will earn three credits towards a certificate with select alumni and tuition benefits. Learn more.
The program covers the following topics, which are supported by relevant case studies:
- Introduction: What is Modern Value and Why Now?
- Review of the Basic Valuation Framework
- The Logic of Growth and Compounding
- Risk Management: Frameworks
- Technological Disruptions
- Risk Management: Regulatory Disruptions
- Trends: The Case of the Tourism Industry
- On the Issue of Management: Shareholder Engagement
- The Total Investor
Columbia Business School alumni and up to four of their colleagues are eligible for a 25 percent tuition benefit for this program. More on the Alumni Tuition Benefit.
| Industry | % |
|---|---|
| Finance/Accounting | 31 |
| General Management | 26 |
| Other | 24 |
| Sales/Marketing | 9 |
| Operations | 7 |
| Research and Development | 3 |
| Job Function | % |
|---|---|
| Investment Management | 31 |
| Other | 30 |
| Finance | 17 |
| Real Estate | 7 |
| IT/Technology | 7 |
| Venture Capital/Private Equity | 4 |
| Consulting | 4 |
If you're interested in learning the basic value investing framework, we invite you to explore the Value Investing program.
Upon completion of this program, you will earn credits towards a Certificate with select alumni and tuition benefits. Learn more.
Attendees need to have a basic understanding of value-based investing principles and finance and accounting terms and knowledge to benefit from attending. Attending Value Investing first is strongly recommended.