Description
Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors chronicles the virtually unknown-but wildly successful-value investors who have regularly and spectacularly blown away the results of even the world's top fund managers. Sharing the insights of these top value investors, expert authors Allen Benello, Michael van Biema, and Tobias Carlisle unveil the strategies that make concentrated value investing incredibly profitable, while at the same time showing how to mitigate risk over time. Highlighting the history and approaches of four top value investors, the authors tell the fascinating story of the investors who dare to tread where few others have, and the wildly-successful track records that have resulted.
Turning the notion of diversification on its head, concentrated value investors pick a small group of undervalued stocks and hold onto them through even the lean years. The approach has been championed by Warren Buffett, the best known value investor of our time, but a small group of lesser-known investors has also used this approach to achieve outstanding returns.
- Discover the success of Lou Simpson, a former GEICO investment manager and eventual successor to Warren Buffett at Berkshire Hathaway
- Read about Kristian Siem, described as "Norway's Warren Buffett," and the success he has had at Siem Industries
Concentrated Investing will quickly have you re-thinking the conventional wisdom related to diversification and learning from the top concentrated value investors the world has never heard of.
About the Author
ALLEN C. BENELLO, CFA, is the chairman of White River Investment Partners, LLC, a private investment firm in San Francisco.
MICHAEL VAN BIEMA is the founder and managing principal of van Biema Value Partners, LLC, and coauthor of Value Investing.
TOBIAS E. CARLISLE is a partner at Carbon Beach Asset Management, LLC, and author of the books Deep Value and Quantitative Value and the Greenbackd.com blog.
Reviews
"...this is an original approach to both value investing and diversification, and brings a new perspective to some familiar topics." (Money Week, May 2016)
Book Information
ISBN 9781119012023
Author Allen C. Benello
Format Hardback
Page Count 256
Imprint John Wiley & Sons Inc
Publisher John Wiley & Sons Inc
Weight(grams) 431g
Dimensions(mm) 236mm * 163mm * 23mm
