Sectors and Styles: A New Approach to Outperforming the Market: 331 (Wiley Finance) - Tapa dura

Acerca del autor

VINCENT CATALANO, CFA, is President and Chief Strategist of iViewResearch, LLC, a research and consulting firm that offers advice and management services to investors. The firm provides clients with regular reports on the economy, politics,and the financial markets. Catalano is a past presidentof the New York Society of Security Analysts (NYSSA) and served as a director of NYSSA for fifteen years. He is also a Chartered Financial Analyst (CFA) charter holder and a past President's Council Representative to the CFA Institute (formerly the Association of Investment Management and Research)

De la contraportada

The world of investing has quickly evolved over the past decade. Politics, the health of the economy, and the actions of the markets have increasingly influenced the way we invest, and innovations in technology and the introduction of new financial vehicles have allowed us to capture profits, while further mitigating downside risk. In this type of environment, knowing how to allocate investment assets within your portfolio by industries, eco-nomic sectors, and market attributes (such as market capitalization or quality) is crucial.

If you're ready to take advantage of the opportunities presented by today's markets, then you're ready for, Sectors & Styles. Written for practitioners and serious investors interested in developing their money managing skills, Sectors & Styles examines how to make investment decisions on an economic sector and investment style basis, and illustrates how this approach can lead to the creation and maintenance of a portfolio that will satisfy any investor's needs.

As President and Chief Strategist of iViewResearch, LLC—an independent research and consulting firm that offers advice and management services to professional and individual investors—authorVincent Catalano understands that today's investment arena is a place where change and uncertainty are the only constants. So to tilt a portfolio in his favor, he uses the sectors and styles approach as the core tool (incorporating Exchange Traded Funds/ETFs for diversification) in an investment program that has proven itself time and again.

In Sectors & Styles, Catalano provides a detailed look at the approach he's developed by discussing the nuts and bolts of this process and the philosophy behind it. Topics covered include:

• The core valuation concepts that determine the intrinsic value of an asset
• An innovative investment strategy called GEM, which takes government, economic, and market activity into consideration
• The importance of twenty-first-century investment tools, such as the Internet and ETFs
• The essential elements of an effective portfolio

By adhering to the sound investment principles outlined in this book and applying them to a well thought-out investment strategy, you'll be able to construct effective portfolios that will outperform the markets for yourself or, in the case of financial professionals, your clients.

De la solapa interior

The world of investing has quickly evolved over the past decade. Politics, the health of the economy, and the actions of the markets have increasingly influenced the way we invest, and innovations in technology and the introduction of new financial vehicles have allowed us to capture profits, while further mitigating downside risk. In this type of environment, knowing how to allocate investment assets within your portfolio by industries, eco-nomic sectors, and market attributes (such as market capitalization or quality) is crucial.

If you're ready to take advantage of the opportunities presented by today's markets, then you're ready for, Sectors & Styles. Written for practitioners and serious investors interested in developing their money managing skills, Sectors & Styles examines how to make investment decisions on an economic sector and investment style basis, and illustrates how this approach can lead to the creation and maintenance of a portfolio that will satisfy any investor's needs.

As President and Chief Strategist of iViewResearch, LLC--an independent research and consulting firm that offers advice and management services to professional and individual investors--authorVincent Catalano understands that today's investment arena is a place where change and uncertainty are the only constants. So to tilt a portfolio in his favor, he uses the sectors and styles approach as the core tool (incorporating Exchange Traded Funds/ETFs for diversification) in an investment program that has proven itself time and again.

In Sectors & Styles, Catalano provides a detailed look at the approach he's developed by discussing the nuts and bolts of this process and the philosophy behind it. Topics covered include:

• The core valuation concepts that determine the intrinsic value of an asset
• An innovative investment strategy called GEM, which takes government, economic, and market activity into consideration
• The importance of twenty-first-century investment tools, such as the Internet and ETFs
• The essential elements of an effective portfolio

By adhering to the sound investment principles outlined in this book and applying them to a well thought-out investment strategy, you'll be able to construct effective portfolios that will outperform the markets for yourself or, in the case of financial professionals, your clients.