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Analysis of quantitative investment strategies - investors expectations: is a company with a high sales growth rate a good investment opportunity

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Detalhes bibliográficos
Resumo:Sales growth rate emerges as a key financial signal, correlating positively with stock price performance and serving as a leading indicator of a company's prospects. The study integrates corporate life-cycle theory to underscore variations in financial stability over a company's lifespan. Core to the analysis is the construction and evaluation of portfolios based on sales growth rate and current ratio, revealing promising Long-Only strategies through extensive performance assessments and financial models. Despite acknowledged limitations, including the challenge of annual financial data, the study contributes to a nuanced understanding of risk-adjusted returns and the dynamic interplay of market factors in portfolio construction.
Autores principais:Figueiredo, Maria Cevadinha Simões
Assunto:Finance Performance analysis Portfolio construction Investment strategies Stock market
Ano:2024
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:Sales growth rate emerges as a key financial signal, correlating positively with stock price performance and serving as a leading indicator of a company's prospects. The study integrates corporate life-cycle theory to underscore variations in financial stability over a company's lifespan. Core to the analysis is the construction and evaluation of portfolios based on sales growth rate and current ratio, revealing promising Long-Only strategies through extensive performance assessments and financial models. Despite acknowledged limitations, including the challenge of annual financial data, the study contributes to a nuanced understanding of risk-adjusted returns and the dynamic interplay of market factors in portfolio construction.