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Autore: | Bares Brian T. <1973-> |
Titolo: | The small-cap advantage : how top endowments and foundations turn small stocks into big returns / / Brian T. Bares |
Pubblicazione: | Chichester, West Sussex, England : , : Jossey-Bass, , 2011 |
℗2011 | |
Descrizione fisica: | 1 online resource (321 p.) |
Disciplina: | 332.6 |
332.67/253 | |
Soggetto topico: | Small capitalization stocks |
Institutional investors | |
Endowments - Finance | |
Portfolio management | |
Investment advisors | |
Note generali: | Includes index. |
Nota di contenuto: | Cover; Endorsement; Series; Title Page; Copyright; Dedication; Introduction; Acknowledgments; Chapter 1: The Small-Cap Advantage; TWO SOURCES OF OUTPERFORMANCE; SMALL-CAP DEFINITIONS; THE OUTPERFORMANCE OF SMALL-CAP STOCKS; OUTPERFORMANCE WITHIN THE SMALL-CAP SPACE; Chapter 2: Small-Cap Disadvantages; RESEARCH; TRADING; THE SMALL-CAP GRAVEYARD AND REVERSE SURVIVORSHIP BIAS; CAPPING ASSETS; Chapter 3: Small-Cap Investment Philosophy and Process; INSTITUTIONAL APPROACH; PASSIVE AND ENHANCED INDEXING IN SMALL-CAP STOCKS; ACTIVE MANAGEMENT IN SMALL-CAP STOCKS |
Chapter 4: Small-Cap Manager OrganizationCREATING VALUE FOR THE MANAGER; LAUNCHING A SMALL-CAP FIRM; INVESTMENT TEAM; Chapter 5: The Fund-Raising Process; GENERAL MARKETING STRATEGY; INSTITUTIONAL CLIENTS; FOUNDATIONS AND ENDOWMENTS; CONSULTING FIRMS; PENSION PLANS; HIGH-NET-WORTH INDIVIDUALS; WRAP FEE AND OTHER SUBADVISORY RELATIONSHIPS; DATABASES; THIRD-PARTY MARKETERS; THE CHICKEN-AND-EGG PROBLEM; Chapter 6: Fees, Agency Issues, and Other Performance Drags; COMMON PERFORMANCE DRAGS; FRICTIONAL COSTS IN SMALL CAPS; INSTITUTION-MANAGER AGENCY ISSUES; AGENCY ISSUES IN TRADING | |
BENCHMARK TYRANNYCOMMINGLED AND SEPARATE ACCOUNTS; Chapter 7: Small-Cap Managers and the Endowment Model; THE ENDOWMENT-MODEL APPROACH TO SMALL CAPS; FINDING AN EDGE; FUNDING SMALLER MANAGERS; FUNDING EMERGING MANAGERS; FINDING EMERGING MANAGERS; Chapter 8: Evaluating Small-Cap Managers; INSTITUTIONAL DUE DILIGENCE TEAMS; ASSESSING MANAGER RISK; ASSESSING INVESTMENT PHILOSOPHY; ANALYZING A MANAGER'S PROCESS; EVALUATING FIRM PRINCIPALS; ASSESSING MANAGER OPERATIONS; CONTRIBUTIONS AND WITHDRAWALS; Final Thoughts; Notes; About the Author; Index | |
Sommario/riassunto: | A world-renowned money manager shares winning strategies for small-stock investing Since forming Bares Capital Management, Inc. in 2000, Brian Bares has shown that above average returns can be generated through the careful selection of small company common stocks. Additionally, he's shown how concentrating capital in a handful of ideas improves the potential for outperformance by increasing the depth of knowledge of each position and allowing each security to have a more meaningful impact on the portfolio. In The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks In |
Titolo autorizzato: | The small-cap advantage |
ISBN: | 1-119-20024-5 |
0-470-93968-0 | |
Formato: | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione: | Inglese |
Record Nr.: | 9910828175103321 |
Lo trovi qui: | Univ. Federico II |
Opac: | Controlla la disponibilità qui |