The Applied Finance Group (AFG) helps investment advisors, institutional investment, consulting, corporate firms globally in accurately measuring corporate performance and identifying mispriced equities. AFG developed its proprietary framework, Economic Margin, to correct distortions created by traditional accounting-based analysis. The Economic Margin Framework is more than just a performance metric, as it encompasses a valuation system that explicitly addresses the four main value drivers of enterprise value: profitability, competition, growth, and cost of capital. Unlike traditional valuation approaches that utilize highly sensitive perpetuity assumptions, AFG’s approach incorporates company specific competitive advantage periods which identify companies that may lose excess returns over time faster than their competitors.
William Martone is President of Martone Capital Management, Inc. Bill has almost 40 years of experience in the financial services industry and manages portfolios for both individual investors and pension plans using multiple investment strategies. He is a Chartered Financial Consultant, Chartered Life Underwriter and New York State Registered Investment Advisor.
Independent banking research, focusing on large U.S., Australasian and European banks. I identify long and short ideas and trading strategies around special events (CCAR).
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