Five Key Lessons from Top Money Managers
Gebonden Engels 2005 9780471711834Samenvatting
An in–depth look at strategies and techniques of five of the country′s best money managers
In Five Key Lessons from Top Money Managers, Scott Kays taps into the investment knowledge of five of the nation′s foremost money managers–Bill Nygren, Andy Stephens, Christopher Davis, Bill Fries, and John Calamos. Through extensive interviews with these investment experts, Kays found five principles that are common to all of them. This book discusses each of these five principles in detail–and gives readers specific tools to implement what they′ve learned by developing a step–by–step process that incorporates all five principles. Kays even teaches readers how to screen for companies that meet the criteria for quality businesses and then analyze three of the qualifying firms to determine if they sell above or below their fair market value.
Specificaties
Lezersrecensies
Inhoudsopgave
<p>1 The Return of Common Sense 1</p>
<p>2 Andy Stephens: Lead Portfolio Manager, Artisan Mid Cap Fund 7</p>
<p>3 Bill Nygren: Lead Portfolio Manager, Oakmark Select Fund, Oakmark Fund 29</p>
<p>4 Christopher C. Davis: Portfolio Manager, Selected American Shares 55</p>
<p>5 Bill Fries: Portfolio Manager, Thornburg Value Fund, Thornburg International Value Fund 91</p>
<p>6 John Calamos Sr.: Portfolio Manager, Calamos Growth Fund 113</p>
<p>7 Five Common Principles of the Professionals 142</p>
<p>8 The Artist Meets the Technician: Developing an Investment Philosophy and Process 161</p>
<p>9 Finding the Blue Light Specials 178</p>
<p>10 Valuing Stocks 186</p>
<p>11 A Big Value in an Orange Box 216</p>
<p>12 PEs, PEGs, and IRRs 224</p>
<p>13 Just Do It! 249</p>
<p>Appendix 1 Investment Resources 257</p>
<p>Appendix 2 Stock Investment Screen 260</p>
<p>Notes 269</p>
<p>About the Author 273</p>
<p>Index 275</p>
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