FIN552 Investment and Portfolio Analysis: Chapter 8.2 : Equity Portfolio Management Strategies

FIN552 Investment and Portfolio Analysis Chapter 8.2 : Equity Portfolio Management Strategies This lecture provides a comprehensive examination of equity portfolio management strategies, as covered in FIN552 Investment and Portfolio Analysis at Universiti Teknologi MARA (UiTM). It begins with the measurement of total portfolio return and the distinction between passive and active management philosophies. The discussion then develops passive equity strategies, including indexing techniques and tracking error, before turning to active strategies — fundamental and technical approaches, the 130/30 strategy, and factor-based investing. The session also addresses tax efficiency for active managers and concludes with value versus growth investing and style analysis. Each concept is reinforced with formulae, worked examples, and exercises to support both applied understanding and examination readiness. This video is intended for students, educators, and practitioners seeking a structured introduction to equity portfolio management. Presented by Dr Fahmi Abdul Rahim, Universiti Teknologi MARA. ------------------------------------------------------------ CHAPTERS ------------------------------------------------------------ 0:00 Introduction 4:02 Who Uses Equity Portfolio Strategies? 6:35 Learning Outcomes 11:23 Total Portfolio Return 17:04 Passive vs Active Management 19:55 Passive Strategies — Indexing & Tracking Error 35:58 Active Strategies — Fundamental & Technical Approaches 51:16 Tax Efficiency — Turnover & Tax Cost Ratio 66:19 Value vs Growth & Style Analysis 75:29 Strategy Comparison 77:47 Chapter Summary 79:55 Closing ------------------------------------------------------------ TOPICS COVERED ------------------------------------------------------------ - Total portfolio return and its components - Passive vs active management philosophies - Index portfolio construction and tracking error - Active management: top-down vs bottom-up, the 130/30 strategy, technic