Investing Oasis

Contrarian Treasure in the Capital Markets Desert

Inbunden, Engelska, 2022

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A guided journey revealing hidden values and buried treasures while negotiating the investing landscape.A metaphorical journey through the hot, shifting sands of the capital markets ‘desert’ to awaken readers to the urgency of the "Behavior Gap"—a chronic gap of under-performance relative to the markets experienced by investors worldwide.This is a roadmap of portfolio management concepts and contrarian tactics that can turn misbehaviors, undue risks, and short-term gambles into longer-term strengths. Through 27 chapters and four tiers, the author progressively introduces more powerful tools & techniques used in the founding and ongoing management of the Oasis Growth Fund, a North American Hedge Fund.

Produktinformation

Utgivningsdatum2022-10-24
Mått150 x 231 x 38 mm
Vikt567 g
FormatInbunden
SpråkEngelska
Antal sidor384
FörlagJohn Wiley & Sons Inc
ISBN9781119871088

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Redovisning och finansiering inom Ekonomi och ledarskap

J.T. MASON, CFA, CFP, is an independent Portfolio Manager registered with Fieldhouse Capital Management, Inc. in Vancouver, Canada. Twenty-five years of progressive asset management experience working with several national firms brought him ultimately to launch the Oasis Growth Fund based on client-centric principles. He grew up on a farm where neighbors helped neighbors and a handshake was your contract. Today, these timeless elements of trust underpin both the business model and the investment model of his practice.

About the Author xiList of Abbreviations xiiiIntroduction xvFoundation 1Chapter 1: Eyes Wide Open 3Chapter 2: Choosing the Right Path 13Chapter 3: Risk 101 31Chapter 4: Setting the Asset mix 45Chapter 5: Firming Our “Backbone” 59Chapter 6: The Case for a Planner/Advisor 69Foundation Comments 83The Investing Oasis: Tier 1 85Chapter 7: The Oasis Growth Fund (OGF) Model 87Chapter 8: Stock Selection: Quantitative Filters 97Chapter 9: Stock Selection: Brains and the Brawn 111Chapter 10: Stock Selection: Qualitative Filters 119Chapter 11: Stock Selection: 3+ Degrees of Diversification 131Chapter 12: Portfolio Construction: Equal- Weighting a Portfolio 145Chapter 13: Beware Those Temptations 153Tier 1 Summary 161The Investing Oasis: Tier 2 163Chapter 14: The Buy- in 165Chapter 15: Contrarian Rebalancing 183Chapter 16: A Hidden Well of Income 193Tier 2 Summary 203The Investing Oasis: Tier 3 205Chapter 17: Warren B – The Ultimate Contrarian 207Chapter 18: Contrarian Cash and Leverage 213Chapter 19: Digging for Buried Treasures 227Chapter 20: Emotion-free Selling 247Tier 3 Summary 255The Investing Oasis: Tier 4 257Chapter 21: “Storm” Forecasting 259Chapter 22: “Rounding Up the Camels” 267Chapter 23: Portfolio Protection 281Tier 4 Summary 301Chapter 24: Putting It All Together 303Chapter 25: The Next- Gen Financial System 311Chapter 26: A Case for Active Management 321Chapter 27: Tools and Resources 325About the Website 333Index 335