Description
Book SynopsisAn in-depth look at strategies and techniques of five of the country's best money managers 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.
Table of ContentsPreface vii
1 The Return of Common Sense 1
2 Andy Stephens: Lead Portfolio Manager, Artisan Mid Cap Fund 7
3 Bill Nygren: Lead Portfolio Manager, Oakmark Select Fund, Oakmark Fund 29
4 Christopher C. Davis: Portfolio Manager, Selected American Shares 55
5 Bill Fries: Portfolio Manager, Thornburg Value Fund, Thornburg International Value Fund 91
6 John Calamos Sr.: Portfolio Manager, Calamos Growth Fund 113
7 Five Common Principles of the Professionals 142
8 The Artist Meets the Technician: Developing an Investment Philosophy and Process 161
9 Finding the Blue Light Specials 178
10 Valuing Stocks 186
11 A Big Value in an Orange Box 216
12 PEs, PEGs, and IRRs 224
13 Just Do It! 249
Appendix 1 Investment Resources 257
Appendix 2 Stock Investment Screen 260
Notes 269
About the Author 273
Index 275
