Special Offer: This “Equity Research Process Training” is included in the “Equity Research Analyst Prep Package”!

Get over 20% off with the package! Most participants choose the “Equity Research Analyst Prep Package”!

Check out the details of the "Equity Research Analyst Prep Package" here!

A must for aspiring asset management and hedge fund professionals — master professional company analysis skills from zero with this hands-on training!

“What makes this company’s business model strong?” “Why buy now?” “Which KPI drives the share price?”
In asset management and hedge funds, the key is “company analysis that speaks through numbers” and “quantitative thinking that supports investment decisions.”

This training will instill analysis frameworks, thinking processes, structure, and presentation skills that work immediately in both sell-side and buy-side environments.
With a beginner-friendly step-by-step approach, it covers everything from business structure analysis → performance drivers → KPIs → risks and investment decisions.

Master the exact “company analysis framework” professional research analysts use!

・Organize sector structure and competitive landscape, and articulate “why this company should be covered”
・Build hypotheses on key KPIs before earnings, then update investment recommendations after the release
・Use IR materials, annual reports, and earnings releases to interpret KPIs and revenue structure, developing the ability to deeply analyze one company
・Conduct three-scenario analysis (upside / base / downside) and evaluate upside/downside quantitatively
・Summarize findings into a 5–6 page “report format” suitable for investment committees or interviews

Who this training is for

・Students and professionals aiming for asset management or hedge funds who want to make company analysis their competitive edge
・Those who can read IR materials but “don’t know what matters” or struggle to add depth in essays or interviews
・Those aiming to move from investment banking/consulting into a fund role and want to acquire a research perspective
・Anyone wanting to master a “professional analysis framework” usable in both sell-side and buy-side contexts

What you’ll train on

・Business model and revenue structure analysis (Business Model Canvas, unit economics, etc.)
・Competitive, market, and positioning analysis (3C, SWOT, Porter’s 5 Forces, etc.)
・KPI trend analysis with visualization of growth drivers and constraints
・Hypothesis design and verification before/after earnings, and updating investment decisions
・Cultivating an investor mindset by evaluating with upside/downside ranges instead of IRR
・Creating a ready-to-submit 5–6 page research report with rating included

In the world of company analysis and equity investment, very few people have systematically learned “what to look at and how to look at it.”
With this training, you will acquire genuine analytical skills and aim to be someone recognized and respected in asset management and hedge funds.

This “Equity Research Process Training” is included in the “Equity Research Analyst Prep Package”!

This all-in-one package is over 20% more cost-effective than purchasing individually! If you want to master company analysis, this is the best choice!

Check out the details of the "Equity Research Analyst Prep Package" here!