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· 분류 : 외국도서 > 경제경영 > 금융/재정 > 일반
· ISBN : 9780471711834
· 쪽수 : 288쪽
· 출판일 : 2005-06-24
목차
Preface 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
