106年第2學期-3098 Global Investment Analysis 課程資訊

評分方式

評分項目	配分比例	說明
Assignments/Participation	30
Term Projects/Presentation	30
Quizzes/Exams	40

教育目標

This course examines investment and financial issues arising from global investment analysis. The course commences with an introduction of the historical returns and academic theories. It then goes through topics required for the investment analysis in the global context including Modern portfolio theory principles and practices, value investing, Strategic selection of companies, value investing styles and applications, building a momentum-based stock selection model, and global equities momentum strategies.

基本資料

選修課，學分數：0-3
上課時間：二/2,3,4[H209]
修課班級：國經學程3,4
修課年級：年級以上
選課備註：

參考書目

1. Instructor’s Lecture Notes.

2. Investments and Portfolio Management, by Zvi Bodie , Alex Kane, and Alan J. Marcus.

3. Strategic Value Investing, by Stephen M. Horan, Robert R. Johnson, and Thomas R. Robinson

4. Quantitative Momentum, by Wesley R. Gray, and Jack R. Vogel.

5. Dual Nomentum Investing, by Gary Antonacci.