Table of Contents

Disclaimer The Author Preface Introduction Part I: Methodology 1. Quantitative Fundamental Analysis 2. Strategy Design and Evaluation 3. Portfolio Protection Part II: Sector Analysis Introduction 4. Consumer Discretionary 5. Consumer Staples 6. Energy 7. Financials 8. Health Care 9. Industrials 10. Information Technology 11. Materials 12. Telecommunication Services 13. Utilities 14. Dow Jones Industrial Average 15. Benchmarking by Sectors Part III: Applications 16. Combined Portfolios 17. Other Applications Conclusion Appendix 1. Leveraged ETFs Appendix 2. Strategy Returns Appendix 3. Against Benchmark

About the Author

Fred Piard gained extensive experience in the software industry, information systems consulting and marketing before discovering an interest in the financial markets. Self-taught in this field, he puts into practice what he learnt from his previous activities to build his own methodology. From his years in research he has the ability to combine a systemic point of view and an analytic approach. As a software architect he knows that the things that work the best in the long term are the simplest. As a consultant he experienced the real economy through various sectors: energy, banking, healthcare, manufacturing and public administration. And he learned from marketing that human group behavior can sometimes be modeled, but never predicted. He has a PhD in computer science, an MSc in software engineering and an MSc in civil engineering.

Reviews

Piard has written a practical guide on investing using fundamental factors with sector fund stocks. He provides a logical, backtested, non-emotional investing approach with 15 years of backtested results. Investors will find this book a perfect complement to his previous book, and will hopefully benefit from the strategies provided by Piard's extensive research and testing.
*Les Masonson, Buy Don't Hold*

In this book author Fred Piard makes quantitative fundamental analysis easy. He provides a logical, methodical, and systematic approach to investing for self-directed, risk-oriented investor. This is a book to keep in your library and refer to often.
*Kyle P, Taking Care of Biz.org*

The Lazy Fundamental Analyst is an excellent handbook about simple stock investing strategies, all based on fundamental analysis.
*P Garner, Amazon review*

A robust companion to Quantitative Investing
*A Angerer, Amazon review*