Saul Marquez
Partner at Applied Finance- Claim this Profile
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Bio
Dan Goldstein, CFA
I long been an advocate of the economic profit framework and was an early client of The Applied Finance Group, signing on in 2000. I've been impressed with their ability to transform the concept into functional metrics that add alpha to my process. Further, I appreciate their continual innovation as they enhance the user interface and quality of information their service provides. I've known Saul since the beginning of our relationship with AFG and I can attest to his knowledge of the product, integrity and that he is a pleasure to work with.
Drew M. Schneller, CFA
Saul and AFG have provided expertise and research on companies that have enhanced my ability to evaluate investments. I appreciate their high quality work and solid service approach.
Dan Goldstein, CFA
I long been an advocate of the economic profit framework and was an early client of The Applied Finance Group, signing on in 2000. I've been impressed with their ability to transform the concept into functional metrics that add alpha to my process. Further, I appreciate their continual innovation as they enhance the user interface and quality of information their service provides. I've known Saul since the beginning of our relationship with AFG and I can attest to his knowledge of the product, integrity and that he is a pleasure to work with.
Drew M. Schneller, CFA
Saul and AFG have provided expertise and research on companies that have enhanced my ability to evaluate investments. I appreciate their high quality work and solid service approach.
Dan Goldstein, CFA
I long been an advocate of the economic profit framework and was an early client of The Applied Finance Group, signing on in 2000. I've been impressed with their ability to transform the concept into functional metrics that add alpha to my process. Further, I appreciate their continual innovation as they enhance the user interface and quality of information their service provides. I've known Saul since the beginning of our relationship with AFG and I can attest to his knowledge of the product, integrity and that he is a pleasure to work with.
Drew M. Schneller, CFA
Saul and AFG have provided expertise and research on companies that have enhanced my ability to evaluate investments. I appreciate their high quality work and solid service approach.
Dan Goldstein, CFA
I long been an advocate of the economic profit framework and was an early client of The Applied Finance Group, signing on in 2000. I've been impressed with their ability to transform the concept into functional metrics that add alpha to my process. Further, I appreciate their continual innovation as they enhance the user interface and quality of information their service provides. I've known Saul since the beginning of our relationship with AFG and I can attest to his knowledge of the product, integrity and that he is a pleasure to work with.
Drew M. Schneller, CFA
Saul and AFG have provided expertise and research on companies that have enhanced my ability to evaluate investments. I appreciate their high quality work and solid service approach.
Experience
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Applied Finance
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United States
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Investment Management
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1 - 100 Employee
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Partner
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Dec 1997 - Present
I help wealth managers and institutional investors incorporate valuation driven investment strategies. I help wealth managers and institutional investors incorporate valuation driven investment strategies.
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Applied Finance Group
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United States
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Financial Services
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1 - 100 Employee
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Partner
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Dec 1997 - Present
I have been working with institutional investment firms for over 20 years to help them augment their investment process through the use of AFG’s proprietary equity research and applications. Key implementation strategies include: • Expanding client’s capabilities from domestic to global equity investment equity strategies. • Identifying high-quality companies with sound fundamentals and attractive valuation with a bottoms-up research approach. • Helping portfolio managers and analysts implement AFG’s research applications to quickly find and evaluate investment ideas, monitor investment portfolios, calibrate company models & market implied expectations. AFG provides a global research platform of over 20,000 companies in 70 countries that enables portfolio managers and analysts to gain insights and analyze companies on the basis of: • Intrinsic Value Deviations • Economic Margin Momentum • Management Quality • Earnings Quality AFG developed the Economic Margin (EM) Framework to evaluate corporate performance from an economic cash flow perspective and is an alternative to accounting-based valuation metrics. EM measures the return a company earns above or below its cost of capital and provides a more complete view of a company’s underlying economic vitality. 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, our approach incorporates the widely accepted economic principle that competition will compete away excess returns over time.
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Army National Guard
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United States
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Armed Forces
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700 & Above Employee
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Specialist
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Jun 1996 - Jun 2000
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Community
