Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram

By Jack Forehand and Justin Carbonneau

In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto. His paper "Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis" is also the basis for one of the quantitative models we run on Validea. In this interview, we cover a wide range of topics based on Professor Mohanram's research, including:  - The criteria of his G Score strategy - Whether accounting standards should change to account for intangible assets - The balance between quality and value in portfolio construction  - Separating winners from losers in Financial stocks - Whether investors can profit from information on Twitter  FOLLOW PROFESSOR MOHANRAM ON TWITTER https://twitter.com/pmohanram PROFFESSOR MOHANRAM'S RESEARCH https://www.rotman.utoronto.ca/FacultyAndResearch/Faculty/FacultyBios/Mohanram ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau  

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