This authoritative and accessible investment classic promises rare insight into what it really takes to run money in a top-performing investment fund. Anthony Bolton, the UK's most successful stock market investor, tells the story of his contrarian approach to managing money. He provides invaluable lessons on the factors that really matter in picking a stock: the need to identify good managers, how to run a portfolio, the importance of value investing, reading charts and how to trade successfully.
This authoritative and accessible investment classic promises rare insight into what it really takes to run money in a top-performing investment fund. Anthony Bolton, the UK's most successful stock market investor, tells the story of his contrarian approach to managing money. He provides invaluable lessons on the factors that really matter in picking a stock: the need to identify good managers, how to run a portfolio, the importance of value investing, reading charts and how to trade successfully.Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
Anthony Bolton is Britains best-known and longest-serving fund manager. He is a Fidelity Investment award winner, feted newspaper columnist and instantly recognisable financial name. Over twenty five years he delivered an exceptional annual return of 20% on his Special Situations Fund, compared with 7.7 % for the FTSE All-Share index. His strategy, which blends analysis of a companys books with quizzing the management and studying performance graphs, has an enviable track record. Anthony is an experienced writer, with a monthly column in the FT money section that is widely read.
Inhaltsangabe
Contents
Acknowledgements
Letter about Mr Johnson (Fidelitys Founder)
Anthony Boltons Portfolio Management Assignments
Part 1 - Principles and practices from a life running money
1. Companies what makes a good one, and how to work with them
2. Management integrity and openness
3. Shares looking at them and buying them
4. How to behave as an investor
5. How to hold and develop a portfolio
6. Finance, risks and balance sheets
7. Valuations, value growth, recovery and other favourite
8. Mergers, acquisitions and why its good to have your shares bought out
9. Trading and how to do it
10. Technical information and the importance of charts
11. Information and where to find it
12. The importance of brokers
13. How the markets really work
14. Some Observations on Performance
15. What makes a Good Fund Manager
Part 2 Experiences and reflections from a life running money
16. Some memorable company meetings
17. Some of my best and worst investments
18. How the industry has changes
19. Some thoughts on the future of investment management