From Stock Selection to Portfolio Alpha Generation: The Role of Fundamental Analysis
This 2005 roundtable aimed to present corporate managers and academics with a more accurate picture of how influential and sophisticated investors really think and make decisions. Panelists included Andrew Alford of Goldman Sachs Asset Management, Michael Corasaniti of Pequot Capital, Steve Galbraith of Maverick Capital, Mitch Julis of Canyon Capital, Andrew Lacey of Lazard Asset Management, Michael Mauboussin of Legg Mason, Henry McVey of Morgan Stanley, and Stephen Penman of Columbia University. Trevor Harris of Morgan Stanley moderated the discussion.
Source: Journal of Applied Corporate Finance
Harris, Trevor. "From Stock Selection to Portfolio Alpha Generation: The Role of Fundamental Analysis." Journal of Applied Corporate Finance 18, no. 1 (Winter 2006): 54-81.