Elevate Your Team.
Drive Alpha.
Equip your analysts and Portfolio Managers with the essential frameworks, advanced modeling techniques, and behavioral skills required for success in today's complex markets.
Practical training for real P&L decisions
Trusted by leading hedge funds, asset managers, and research teams worldwide.
Fundamental Edge delivers performance-driven education for buy-side investment teams. We train analysts and portfolio managers to make sharper, faster, and more consistent investment decisions under real market pressure.
Our programs close the gap between technical skill and real-world execution. Each seminar equips analysts and portfolio teams with the processes, communication frameworks, and decision habits that directly translate into stronger investment performance and measurable P&L impact.
Sharpen your team.
Strengthen your process.
DELIVER performance.
Built by investors.
Designed for performance.
WHO WE ARE…
Fundamental Edge was founded by former hedge-fund investor Brett Caughran, who saw a gap in how analysts were trained. Too often, new talent enters the buyside with technical knowledge but without the structured thinking, communication, and decision habits that drive real P&L.
We built Fundamental Edge to close that gap, pairing real-world investing experience with learning design that transforms how teams think, collaborate, and perform.
Our Instructors
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Brett Caughran
Founder & Lead Trainer
Brett brings 13 years of buyside experience at Maverick, D.E. Shaw, Citadel, Bell Rock (fund launch), Two Sigma and Schonfeld along with experience teaching FIN 494 “the hedge fund analyst process” at Arizona State University.
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Andrew Carr
Analyst Trainer
Andrew has nearly seven years of buyside experience (Balyasny ExodusPoint, Blackstone / Strycker View) and years of independent analyst coaching experience.
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Paul Johnson
Instructor
Paul brings over 35 years of experience as an investor and business school professor. He is the founder of Nicusa Investment Advisors, an adjunct professor at Columbia and Fordham, and the author of “Pitch the Perfect Investment.”
HOW IT WORKS
Simple, structured, measurable.
Built for busy buyside teams.
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1 Assess Your Team’s Needs
Short diagnostic to understand structure, investment style, and goals—so we target the highest-leverage skills.
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2 Customize The Curriculum
Choose from 10+ seminars across research, portfolio construction, risk framing, and communication—aligned to your coverage and culture.
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3 Train And Measure
Live, expert-led delivery (virtual or on-site) plus post-training feedback and retention checks to ensure real-world application and measurable results.
Build Your Seminar, Salad Bar Style
Browse our catalog. Choose a base or mix & match. Every module is customizable to your team
FAQs
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Our seminars are designed and delivered by former buyside investors, not career trainers. We focus on real-world application, frameworks analysts actually use to generate ideas, frame risk, and communicate effectively under live market pressure. It’s built for performance, not theory.
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Each seminar is led by experienced portfolio managers, analysts, or CIOs who’ve built track records managing capital. They bring firsthand experience from top hedge funds and long-only firms, ensuring everything taught connects directly to what analysts do every day.
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Each session typically runs 2-3 hours, with optional pre-work and post-session exercises. Programs can be scheduled as single seminars, multi-week series, or half-day intensives , designed to fit seamlessly into an active investment calendar.
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Yes. Every seminar can be tailored by strategy (long/short, long-only, sector specialist, etc.), experience level, and team structure. We adapt frameworks and case examples to mirror how your team actually makes decisions.
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Both. We host virtual seminars for remote or global teams and offer in-person sessions for deeper collaboration. Some clients choose to start virtual, then bring us in for on-site reinforcement.
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Absolutely. Many firms begin with a single-team or one-day pilot to gauge engagement and fit. From there, we can scale to a multi-seminar or full analyst development track.
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We collaborate directly with your HR or learning leads to complement, not replace, your existing programs. Our seminars integrate seamlessly into analyst onboarding, development, or continuing education paths.