1.

Record Nr.

UNINA9911018816503321

Autore

Shenoy Catherine <1952->

Titolo

Applied portfolio management : how University of Kansas students generate alpha to beat the Street / / Catherine Shenoy, Kent C. McCarthy

Pubbl/distr/stampa

Hoboken, N.J., : Wiley, c2008

ISBN

9786611285074

9781119196747

1119196744

9781281285072

1281285072

9780470280195

0470280190

Descrizione fisica

1 online resource (301 p.)

Collana

Wiley finance series

Altri autori (Persone)

McCarthyKent C. <1958->

Disciplina

332.6

Soggetti

Investment analysis

Investments

Portfolio management

Stock price forecasting

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

Description based upon print version of record.

Nota di bibliografia

Includes bibliographical references and index.

Nota di contenuto

Applied Portfolio Management: How University of Kansas Students Generate Alpha to Beat the Street; Contents; Preface; Acknowledgments; Part 1: Introduction to the Applied Portfolio Management Class; Chapter 1: APM History; IN THE BEGINNING; HOW DO BEGINNING INVESTORS THINK?; STUDENT GROUPS: SHORT-TERM INVESTING AND PORTFOLIO CONTESTS; GETTING CLOSE TO THE INFORMATION; ONIONS, POKER, AND ANTS; WHAT ABOUT THE ANTS?; THINGS TO COME; Chapter 2: APM Guidelines; PROFESSIONAL MONEY MANAGERS; TACTICAL ASSET ALLOCATION AND SECTOR BENCHMARKING; APM APPROACH; WRAPPING UP; Chapter 3: Conventional Wisdom

DIVERSIFICATION AND RISKEFFICIENT MARKETS; WRAPPING UP; Chapter 4: How Students Find an Investment Edge; BUILD YOUR OWN



INFORMATION NETWORK; NEGLECTED FIRMS; SURFACE ANALYSIS; WRAPPING UP; Chapter 5: Alpha, Sigma, Beta: APM's Risk and Reward; RISK-RETURN TRADE-OFF; OTHER RISK MEASURES; WRAPPING UP; APPENDIX: RISK AND RETURN CALCULATIONS; Part 2: Building an Investment Case; Chapter 6: Many Ways to Be a Successful Investor; COMMON TRAITS OF SUCCESSFUL INVESTORS; APM'S PHILOSOPHY; LSB INDUSTRIES; WRAPPING UP; Chapter 7: Prepping for a Case; GETTING STARTED; UNDERSTAND THE BUSINESS

READY TO WRITE THE CASEAPPENDIX: 10-K REQUIREMENTS; Chapter 8: Writing a Case; CASE FORMAT; DESCRIPTION; DESCRIPTION OF BUSINESS; INVESTMENT THESIS; NEXT STEPS; Chapter 9: Gazing into the Crystal Ball: Pro Forma Statements; PRO FORMA FINANCIAL STATEMENTS AND FREE CASH FLOW; BUILDING A PRO FORMA; NEXT STEPS; Chapter 10: Valuation; RELATIVE VALUATION; DISCOUNTED CASH FLOW VALUATION; INVESTING IS DYNAMIC; APPENDIX: DISCOUNTED CASH FLOW FORMULAS; Part 3: Class Specials; Chapter 11: Investing in China; FINANCIAL SYSTEMS IN CHINA; RAISING EQUITY IN CHINA; COMPANY EXAMPLE: CHINA GREEN; WRAPPING UP

Chapter 12: It's a Big World (After All)INTERCERAMIC; WORLD COMMODITIES; WRAPPING UP; APPENDIX; Chapter 13: Local Biases; AMERICAN ITALIAN PASTA; NOVASTAR FINANCIAL; INERGY, L.P. AND INERGY HOLDINGS, L.P.; TORTOISE CAPITAL ADVISORS (AND MORE ABOUT INERGY); WRAPPING UP; Chapter 14: Making Corporate Governance Pay; BOARD ISSUES; CORPORATE ACTIVISTS; WRAPPING UP; Chapter 15: It's All About Who You Know; APM STUDENTS; APM SPEAKERS; THE LAST WORD; Index

Sommario/riassunto

When investment professional Kent McCarthy returned to teach at his alma mater, the University of Kansas, he planted the seeds for the Applied Portfolio Management (APM) program-a course that allows students to manage a real money portfolio, which has compiled a remarkable record of investment success. Now, with this book, you'll discover how to use the concepts covered in this class-from understanding the fundamental drivers of business success to buying at the right price-to enhance your own investment skills.