Practical Quant: Jack Forehand on applied value, momentum and guru replication with Tobias Carlisle on The Acquirers Podcast

Published: Nov. 1, 2019, 7 a.m.

b'

Jack Forehand is President of Validea Capital Management. Jack Forehand is a partner at Validea Capital and is responsible for the firm\'s overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital\'s quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using History\'s Best Investment Strategies. Jack graduated from the honors program of the University of Connecticut with a B.A. in Economics and is a CFA charterholder. Prior to founding Validea Capital, Jack spent five years developing quantitative models for an Internet research company. He also worked as a controller for a small company and an analyst for a Big Five accounting firm. Jack co-founded Validea Capital in 2004.

\\n

Jack\'s website: https://www.valideacapital.com/

\\n

Jack\'s Twitter: https://twitter.com/practicalquant

\\n

ABOUT THE PODCAST

\\n

Hi, I\'m Tobias Carlisle. I\'ve launched a new podcast called The Acquirers Podcast.

\\n

The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

\\n

We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

\\n

SEE LATEST EPISODES

\\n

https://acquirersmultiple.com/podcast/

\\n

SEE OUR FREE DEEP VALUE STOCK SCREENER

\\n

https://acquirersmultiple.com/screener/

\\n

FOLLOW TOBIAS

\\n

Website: https://acquirersmultiple.com/

\\n

Firm: https://acquirersfunds.com/

\\n

Twitter: https://twitter.com/Greenbackd

\\n

LinkedIn: https://www.linkedin.com/in/tobycarlisle

\\n

Facebook: https://www.facebook.com/tobiascarlisle

\\n

Instagram: https://www.instagram.com/tobias_carlisle

\\n

ABOUT TOBIAS CARLISLE

\\n

Tobias Carlisle is the founder of The Acquirer\\u2019s Multiple\\xae, and Acquirers Funds\\xae.

\\n

He is best known as the author of the #1 new release in Amazon\\u2019s Business and Finance The Acquirer\\u2019s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner\\u2019s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World\\u2019s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

\\n

Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

\\n

He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

'