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Library | Item Barcode | Call Number | Material Type | Item Category 1 | Status |
|---|---|---|---|---|---|
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Summary
Summary
Today's investor is faced with a myriad of investment options and strategies. Whether you are seeking someone to manage your money or are a self-directed investor deciding to tackle the market on your own, the options can be overwhelming.
In an easy-to-read and simple format, this book will dissect the strategies of some of Wall Street's most successful investment gurus and teach readers how to weed through the all of the choices to find a strategy that works for them. The model portfolio system that author John Reese developed turns each strategy into an actionable system, addressing many of the common mistakes that doom individual investors to market underperformance. This book will focus on the principles behind the author's multi-guru approach, showing how investors can combine the proven strategies of these legendary "gurus" into a disciplined investing system that has significantly outperformed the market.
Gurus covered in the book are: Benjamin Graham; John Neff; David Dreman; Warren Buffett; Peter Lynch; Ken Fisher; Martin Zweig; James O'Shaughnessy; Joel Greenblatt; and Joseph Piotroski.
Author Notes
JOHN P. REESE, MBA, is the founder and CEO of Validea.com and Validea Capital Management. He is also portfolio manager for the Omega American and International Consensus mutual funds offered in the Canadian market. He is a regular columnist for Forbes.com, RealMoney.com, and Israel's Globes newspaper. He holds two patents in the area of automated stock analysis and is a graduate of Harvard Business School and the Massachusetts Institute of Technology.
JACK M. FOREHAND, CFA, is President of Validea.com and cofounder of Validea Capital Management, LLC. Working in conjunction with John Reese, Forehand led the development of Validea's investment models as well as the quantitative testing that led to the creation of Validea Capital Management's consensus portfolios. He graduated from the honors program of the University of Connecticut with a BA in economics and is a CFA charterholder.
Table of Contents
| Acknowledgements | p. ix |
| Introduction | p. xi |
| Part 1 Why You Need this Book | p. 1 |
| Chapter 1 Learn from the Worst | p. 3 |
| Chapter 2 The Cavalry Arrives | p. 19 |
| Part 2 The Value Legends | p. 31 |
| Chapter 3 The Granddaddy of the Gurus | p. 33 |
| Chapter 4 The Investor's Investor | p. 55 |
| Chapter 5 The Great Contrarian | p. 73 |
| Chapter 6 The Greatest Guru | p. 95 |
| Part 3 The Growth Legends (With a Value Twist) | p. 127 |
| Chapter 7 The Star "GARP" Manager | p. 129 |
| Chapter 8 The Price-Sales Pioneer | p. 155 |
| Chapter 9 The Conservative Growth Investor | p. 175 |
| Part 4 The Pure Quants | p. 197 |
| Chapter 10 The Quintessential Quant | p. 199 |
| Chapter 11 The Man with the Magic Formula | p. 219 |
| Chapter 12 The Undiscovered Academic | p. 233 |
| Part 5 From Theory to Practice | p. 247 |
| Chapter 13 Putting It Together: The Principles of Guru Investing | p. 249 |
| Chapter 14 The Missing Piece: Determining When to Sell | p. 269 |
| Conclusion Time To Take The Wheel | p. 279 |
| Appendix A Performance of Guru-Based 10-and 20-Stock Model Portfolios | p. 283 |
| Appendix B Guru Yearly Track Record Comparison (Actual or Back-Tested Returns) | p. 287 |
| References | p. 295 |
| About the Authors | p. 303 |
| Index | p. 305 |
