The Thought Leadership Series explores the research, principles and practical investment ideas behind the Hybrid Relative Value Framework.
The Hybrid Relative Value Framework forms part of PoMaTo’s investment intelligence and research layer. It is one component of the wider PoMaTo platform, which also supports portfolio construction, optimisation, implementation, monitoring and reporting
Drawing on more than two decades of institutional investment management experience, each article examines a specific aspect of portfolio construction, quantitative analysis and disciplined investment decision-making.
Written by Fabio Agostini - founder of the Hybrid Relative Value Framework and an investment professional with more than 20 years of experience in institutional portfolio construction.
New articles will be published regularly.

Why Portfolio Risk And Alpha Generation Should Not Be Treated As The Same Problem
Why Static Factor Models Can Struggle During Changing Market Regimes
Why Peer Group Construction Matters In Relative Value Investing
Why Forecasting Is Not About Predicting The Future Perfectly
Why Balance Sheet Evolution Can Matter More Than Short Term Market Noise
Why Portfolio Construction And Stock Selection Are Not The Same Problem
Why transparency matters in quantitative investing
Why Human Oversight Still Matters In AI Supported Investing
Why Relative Value Investing Is Different From Directional Investing
Why Institutional Portfolio Workflows Are Becoming Increasingly Relevant Beyond Large Asset Managers