Investing Against the Tide, 1st edition

Contents

            Acknowledgements

            Letter about Mr Johnson – (Fidelity’s Founder)

            Anthony Bolton’s Portfolio Management Assignments

Part 1  - Principles and practices from a life running money

1.         Companies – what makes a good one, and how to work with them

2.         Management – integrity and openness

3.         Shares – looking at them and buying them

4.         How to behave as an investor

5.         How to hold and develop a portfolio

6.         Finance, risks and balance sheets

7.         Valuations, value growth, recovery and other favourite

8.         Mergers, acquisitions and why it’s good to have your shares bought out

9.         Trading and how to do it

10.       Technical information and the importance of charts

11.       Information and where to find it

12.       The importance of brokers

13.       How the markets really work

14.       Some Observations on Performance

15.              What makes a Good Fund Manager

Part 2 – Experiences and reflections from a life running money

16.       Some memorable company meetings

17.       Some of my best and worst investments

18.       How the industry has changes

19.       Some thoughts on the future of investment management