顶尖货币管理者的5个原则

顶尖货币管理者的5个原则
作 者: Scott Kays 
出版社: 吉林长白山
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作者简介

暂缺《顶尖货币管理者的5个原则》作者简介

内容简介

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.

图书目录

Preface

1.The Return of Common Sense

2.Andy Stephens: Lead Portfolio Manager, Artisan Mid Cap Fund

3.Bill Nygren: Lead Portfolio Manager, Oakmark Select Fund, Oakmark Fund

4.Christopher CDavis: Portfolio Manager, Selected American Shares

5.Bill Fries: Portfolio Manager, Thornburg Value Fund, Thornburg International Value Fund

6.John Calamos Sr.: Portfolio Manager, Calamos Growth Fund

7.Five Common Principles of the Professionals

8.The Artist Meets the Technician: Developing an Investment Philosophy and Process

9.Finding the Blue Light Specials

10.Valuing Stocks

11.A Big Value in an Orange Box

12.PEs, PEGs, and IRRs

13.Just Do It!

Appendix 1: Investment Resources

Appendix 2: Stock Investment Screen

Notes

About the Author

Index