J. T. Mason

The Investing Oasis (eBook, PDF)

Contrarian Treasure in the Capital Markets Desert

• Format: PDF

Produktbeschreibung

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.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 384
• Erscheinungstermin: 17. Oktober 2022
• Englisch
• ISBN-13: 9781119871101
• Artikelnr.: 66225255

Autorenporträt

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.

Inhaltsangabe

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