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Lecturer(s)
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Sadil Vojtěch, Ing. et Ing. PhD. LL.M.
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Course content
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Module 1- Investment Philosophy and Strategies Module 2- Financial Investments and Portfolio Construction Module 3- Fundamentals of behavioral finance and market psychology Module 4- Risk in investing and how to manage it Module 5- Technical Analysis I: Trend Analysis, Indicators Module 6- Technical Analysis II: Practical Applications Module 7- Fundamental Analysis I: Levels and Fundamentals Module 8- Fundamental Analysis II: Practical Applications Module 9- Active Investment Strategy I: Value and Growth Strategy Module 10- Active Investment Strategy II: Contrarianism and Market Timing Module 11- Carry Trade Module 12- Passive Investing
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Learning activities and teaching methods
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Lecturing, Monologic (Exposition, lecture, briefing), Dialogic (Discussion, conversation, brainstorming), Methods for working with texts (Textbook, book), Observation, Demonstration, Activating (Simulation, games, dramatization), Exercises on PC, Teamwork, Analysis of a presentation, Text analysis, Individual work of students, Students working in pairs
- Preparation for examination
- 50 hours per semester
- Home preparation for classes
- 55 hours per semester
- Preparation for course credit
- 30 hours per semester
- Participation in classes
- 15 hours per semester
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| prerequisite |
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| Knowledge |
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| No previous knowledge from other courses is needed for course enrollment. Students acquire a new skill set directly within the course. The student is required to use own personal calculator in the class. |
| No previous knowledge from other courses is needed for course enrollment. Students acquire a new skill set directly within the course. The student is required to use own personal calculator in the class. |
| learning outcomes |
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| - knowledge of the principles of the most important investment strategies and the ability to classify them - knowledge of the principles of technical and fundamental analysis, including their advantages and disadvantages - knowledge of the philosophy of value, contrarian, and passive investing - knowledge of the key aspects of risk management in the investment process - knowledge of the process of developing one's own investment strategy |
| - knowledge of the principles of the most important investment strategies and the ability to classify them - knowledge of the principles of technical and fundamental analysis, including their advantages and disadvantages - knowledge of the philosophy of value, contrarian, and passive investing - knowledge of the key aspects of risk management in the investment process - knowledge of the process of developing one's own investment strategy |
| Skills |
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| - choose an appropriate investment strategy for their investment in the financial markets - apply appropriate tools and techniques to minimize risk in the investment process - apply technical analysis to real market data - formulate an investment thesis - explain the principles and approaches to investment portfolio construction |
| - choose an appropriate investment strategy for their investment in the financial markets - apply appropriate tools and techniques to minimize risk in the investment process - apply technical analysis to real market data - formulate an investment thesis - explain the principles and approaches to investment portfolio construction |
| teaching methods |
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| Knowledge |
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| Individual work of students |
| Individual work of students |
| Text analysis |
| Text analysis |
| Monologic (Exposition, lecture, briefing) |
| Lecturing |
| Lecturing |
| Monologic (Exposition, lecture, briefing) |
| Dialogic (Discussion, conversation, brainstorming) |
| Dialogic (Discussion, conversation, brainstorming) |
| Exercises on PC |
| Exercises on PC |
| Activating (Simulation, games, dramatization) |
| Activating (Simulation, games, dramatization) |
| Demonstration |
| Demonstration |
| Methods for working with texts (Textbook, book) |
| Methods for working with texts (Textbook, book) |
| assessment methods |
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| Grade (Using a grade system) |
| Grade (Using a grade system) |
| Composite examination (Written part + oral part) |
| Composite examination (Written part + oral part) |
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Recommended literature
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DAMODARAN, A. Investment philosophies: successful strategies and the investors who made them work. 2nd ed. 2012. ISBN 978-1-118-01151-5.
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GRAHAM, B., ZWEIG, J. Inteligentní investor. Praha: Grada, 2007. ISBN 978-80-247-1792-0.
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KOHOUT, P. Investiční strategie pro třetí tisíciletí, 7., aktualiz. a přeprac. vyd.. Praha, 2013. ISBN 9788024750644.
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MANDELBROT, B., HUDSON, R. The Misbehaviour of Markets, A Fractal View of Risk, Ruin and Reward. London, 2005. ISBN 1861977905.
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STEFANINI, F. Investment Strategies of Hedge Funds. Chichester, 2006. ISBN 978-0-470-02627.
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ŠOBA, O., ŠIRŮČEK, M. Finanční matematika v praxi. 2. aktualizované a rozšířené vydání. Praha: Grada, 2017. ISBN 978-80-271-0250-1.
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