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Finding Yield, Quality, and Value Across Markets
Yoni Jacobs, CIO at Finviz, demonstrates how to apply fixed income principles – yield, quality, and solvency – to equity investing. Using Finviz heatmaps and screeners, you’ll learn to identify strong balance sheets, attractive valuations, and profitable companies while avoiding credit risk traps.
Yoni Jacobs CFA CMT CAIA is chief investment officer at Finviz, where he focuses on Stock Market research and developing new tools & features for investors and traders. His 20 years of investment experience encompass hedge funds and wealth management, including roles as an analyst, portfolio manager, and strategist.
As investment analyst, strategist, and portfolio manager at a number of long/short hedge funds, Mr. Jacobs directed equity research, performed extensive fundamental and technical analysis to identify attractive investment opportunities, developed quantitative screeners and algorithms, executed complex trades, and presented market outlook and thought leadership to clients and stakeholders.
Yoni is a published author. He has been featured on CNBC, CNN, CBS, BNN, Fox Business, Reuters, Investor’s Business Daily, and other top sources. His passions include the stock market, baseball statistics, ultra-marathons, and family
