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CFA Level 3
Equity Portfolio Management

Overview of Quantitative Equity Strategies

Very Easy Active Equity Investing Quantitative Strategies

As an equity portfolio manager, you are exploring various strategies for achieving alpha in your portfolio. One area of interest is quantitative strategies, which utilize mathematical models and statistical techniques to identify investment opportunities.

In this context, describe what quantitative investment strategies are, and outline two common types of quantitative equity strategies. Include how they differ in their approach to stock selection and investment management.

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