Fundamentals Workshop Semester 2, 2025

As part of the MSMF Investment Analyst Program, our analysts recently engaged in an intensive Fundamentals Workshop, designed to strengthen their ability to identify and evaluate high-potential investment opportunities. The session introduced a structured approach to screening—narrowing from sector to industry to stock—to ensure a targeted focus. Participants explored key considerations in fundamental analysis, including performance drivers, financial resilience, and competitive positioning.

Through a guided research process, analysts learned to build a disciplined, repeatable framework for informed decision-making. This workshop not only deepened technical knowledge but also reinforced the analytical mindset essential for producing high-quality equity research, ensuring our team is well-equipped to deliver insights with clarity, precision, and impact.