Redefining Financial Analysis
Seven years of research-driven innovation has shaped our approach to fundamental analysis education, creating methodologies that bridge academic theory with real-world application.
Our Research Framework
We've developed three core pillars that distinguish our educational approach from traditional finance programs. Each methodology emerged from extensive field research and has been refined through practical application.
Behavioral Integration Model
Rather than treating market psychology as a separate discipline, we weave behavioral patterns directly into fundamental analysis. Our students learn to identify how human biases affect financial statements and company valuations.
Dynamic Context Analysis
We developed this framework after noticing that static ratio analysis often missed crucial industry shifts. Students examine companies within constantly evolving sector contexts, considering regulatory changes and competitive dynamics.
Narrative-Numbers Bridge
This methodology emerged from our research showing that successful analysts excel at connecting quantitative data with company storytelling. We teach pattern recognition that links financial metrics to management narratives.
Innovation Through Academic Collaboration
Our methodologies didn't emerge in isolation. Since 2019, we've maintained research partnerships with three Canadian universities, contributing to peer-reviewed studies while refining our educational frameworks.
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12020-2022Collaborated with University of Toronto's Rotman School on behavioral finance research, leading to our integrated analysis model.
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22023Published findings on sector rotation patterns in the Canadian Journal of Applied Finance, forming the basis for our dynamic context framework.
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32024Launched pilot program testing narrative-numbers integration with McGill University students, achieving 40% improvement in case study performance.
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42025Expanding research into ESG integration methodologies, with preliminary results scheduled for publication in late 2025.

Carson Whitley
Chief Research Officer
Carson spent twelve years as a portfolio analyst before joining yoranthilqueva in 2018. His frustration with traditional analysis methods led him to develop our integrated approach. He holds a CFA designation and has contributed to four peer-reviewed publications on behavioral finance. When he's not analyzing market patterns, Carson collects vintage calculators and grows heirloom tomatoes in his backyard greenhouse.