The Investing Oasis
John Wiley & Sons Inc (Verlag)
978-1-119-87108-8 (ISBN)
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.
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 xi
List of Abbreviations xiii
Introduction xv
Foundation 1
Chapter 1: Eyes Wide Open 3
Chapter 2: Choosing the Right Path 13
Chapter 3: Risk 101 31
Chapter 4: Setting the Asset mix 45
Chapter 5: Firming Our “Backbone” 59
Chapter 6: The Case for a Planner/Advisor 69
Foundation Comments 83
The Investing Oasis: Tier 1 85
Chapter 7: The Oasis Growth Fund (OGF) Model 87
Chapter 8: Stock Selection: Quantitative Filters 97
Chapter 9: Stock Selection: Brains and the Brawn 111
Chapter 10: Stock Selection: Qualitative Filters 119
Chapter 11: Stock Selection: 3+ Degrees of Diversification 131
Chapter 12: Portfolio Construction: Equal- Weighting a Portfolio 145
Chapter 13: Beware Those Temptations 153
Tier 1 Summary 161
The Investing Oasis: Tier 2 163
Chapter 14: The Buy- in 165
Chapter 15: Contrarian Rebalancing 183
Chapter 16: A Hidden Well of Income 193
Tier 2 Summary 203
The Investing Oasis: Tier 3 205
Chapter 17: Warren B – The Ultimate Contrarian 207
Chapter 18: Contrarian Cash and Leverage 213
Chapter 19: Digging for Buried Treasures 227
Chapter 20: Emotion-free Selling 247
Tier 3 Summary 255
The Investing Oasis: Tier 4 257
Chapter 21: “Storm” Forecasting 259
Chapter 22: “Rounding Up the Camels” 267
Chapter 23: Portfolio Protection 281
Tier 4 Summary 301
Chapter 24: Putting It All Together 303
Chapter 25: The Next- Gen Financial System 311
Chapter 26: A Case for Active Management 321
Chapter 27: Tools and Resources 325
About the Website 333
Index 335
| Erscheinungsdatum | 21.10.2022 |
|---|---|
| Verlagsort | New York |
| Sprache | englisch |
| Maße | 150 x 231 mm |
| Gewicht | 567 g |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management |
| ISBN-10 | 1-119-87108-5 / 1119871085 |
| ISBN-13 | 978-1-119-87108-8 / 9781119871088 |
| Zustand | Neuware |
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