Fundamental Edge
Fundamental Edge is a leading investment research training firm that accelerates the development of world-class buy-side analysts through structured, practical education. Founded by seasoned hedge fund professional Brett Caughran, the firm delivers specialized programs designed for hedge funds, asset managers, and investment professionals seeking to master fundamental analysis, financial modeling, valuation, risk assessment, and modern research workflows. Fundamental Edge also partners with leading investment firms through custom enterprise training, helping teams scale their analytical capabilities efficiently. With participants from top global financial hubs, expert-led webinars, and a practical, framework-driven approach, Fundamental Edge is redefining how the next generation of equity research analysts are trained.
FUNDAMENTAL EDGE
Fundamental Edge is a specialized training and education firm dedicated to accelerating the development of world-class investment analysts, with a particular focus on buy-side professionals.
The firm bridges the gap between academic theory and real-world investing by distilling years of on-the-job learning into structured, practical programs.
Instead of relying on years of slow, “learning by osmosis,” the firm distills proven frameworks, tools, and workflows into practical, high-impact programs.
CORE PROGRAMS & SOLUTIONS
Analyst Academy – A core bootcamp/masterclass aimed at developing the essential skills for equity research on the buy-side. Key topics include business analysis, financial modeling, valuation, risk assessment, idea generation, thesis writing, monitoring positions, etc.
AI for Investment Research Program – A multi-month program teaching how to integrate AI into investment research workflows—identifying when and how AI helps, what pitfalls exist (hallucinations, data issues, etc.), and how to design and use AI tools responsibly.
Enterprise Training / Custom Programs – They also work with institutional clients (asset managers, hedge funds, etc.) to build tailored training programs for internal analyst teams.
Webinar Series & Continuing Education – They host “Cutting Edge” webinar series exploring trending topics like AI deployment in fundamental research, factor models, etc., to keep practitioners up-to-date.