Hedge Fund Manager View of Technicals vs. Fundamentals

How do hedge fund managers think about fundamental analysis versus technical analysis in managing their stock portfolios? In his July 2025 paper entitled “Portfolio Construction: Blending Fundamental and Technical Analysis”, Gregory Blotnick describes the interplay between fundamental and technical analyses in long/short equity portfolio construction from the perspective of a hedge fund with a high velocity of ideas. He includes case studies and technical screening exercises to illustrate the roles of momentum, valuation metrics and relative strength in idea generation, risk management and capital allocation. Based on his experience and examples, he concludes that: (more…)