Brett Caughran
Brett Caughran is the Founder and Lead Trainer at Fundamental Edge, a leading investment research training firm focused on accelerating the development of world-class buy-side analysts through structured, practical education. Through Fundamental Edge’s flagship programs, Brett has trained more than 750 buy-side analysts via the Analyst Academy and has designed and delivered numerous custom analyst training programs for top institutional investment firms. In addition to his work at Fundamental Edge, Brett serves as an Adjunct Professor at Arizona State University, where he teaches Applied Value Investing, bridging real-world investing principles with academic rigor. Before founding Fundamental Edge, he spent 13 years on the buy side at some of the world’s most prestigious hedge funds and investment firms, including Maverick Capital, D.E. Shaw Group, Citadel, Two Sigma, and Schonfeld, gaining extensive experience across multiple investment styles and research processes.
Brett Caughran Professional Experience / Academic History
Professional Experience
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Founder and Lead Trainer
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Adjunct Professor
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Portfolio Manager
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Consultant
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Portfolio Manager
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Portfolio Manager
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Managing Director
Academic History
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B.S., Finance
FUNDAMENTAL EDGE
Brett Caughran founded Fundamental Edge to train the next generation of investors and revolutionize the analyst hiring and training process on the buy side of Wall Street.
Through Fundamental Edge’s flagship programs, he has trained over 750 buy-side analysts via the Analyst Academy and has developed numerous custom training programs for leading institutional investment firms.
By combining practical, results-oriented content with assessments, case studies, and skills development coaching, Fundamental Edge equips analysts with the essential tools, frameworks, and workflows needed to succeed in today’s dynamic financial markets.
EARLY CAREER
Caughran built his investment expertise across multiple top-tier firms.
He served as a Portfolio Manager at Schonfeld, focusing on long/short equity strategies, and helped Two Sigma establish its fundamental investing business as a consultant.
He also managed healthcare-focused portfolios at Citadel and D.E. Shaw Group, and earlier in his career, he was a Managing Director at Maverick Capital, gaining extensive buy-side experience across sectors and investment strategies.