Investing against the tide : lessons from a life running money /
Anthony Bolton.
- London ; New York : FT Prentice Hall, 2009.
- xvi, 220 pages ; 23 cm
Includes bibliographical references (pages 219-220).
Letter about Mr Johnson -- Fidelity's founder -- Anthony Bolton's portfolio management assignments -- Foreword / Peter Lynch -- pt. 1. Principles and practices from a life running money -- 1. How to assess a company and the role of meetings -- 2. What to look for in management -- 3. Shares -- developing an investment thesis -- 4. Sentiment -- an extra dimension -- 5. How to construct a portfolio of shares -- 6. Assessing the financials -- 7. Evaluating risk -- 8. How to look at valuations -- 9. Takeover targets -- 10. My favourite type of share -- 11. How to trade -- 12. Technical analysis and the importance of charts -- 13. Information sources I use -- 14. importance of brokers -- 15. Market timing and how the markets work -- 16. What to do when you are not doing well -- 17. Twelve qualities that make a good portfolio manager -- pt. 2. Experiences and reflections from a life running money -- 18. Some memorable company meetings -- 19. Some of my best and worst investments -- 20. How the industry has changed -- 21. Some thoughts on the future of investment management -- pt. 3. Anthony Bolton's lessons from a life running money.
This authoritative and accessible investment classic promises rare insight into what it really takes to run money in a top-performing investment fund. Anthony Bolton, the UK's most successful stock market investor, tells the story of his contrarian approach to managing money. He provides invaluable lessons on the factors that really matter in picking a stock: the need to identify good managers, how to run a portfolio, the importance of value investing, reading charts and how to trade successfully.