Sectors and Styles: A New Approach to Outperforming the Market

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Overview

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 ...

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Overview

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.

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Product Details

  • ISBN-13: 9780471758822
  • Publisher: Wiley
  • Publication date: 5/5/2006
  • Series: Wiley Finance Series, #331
  • Edition number: 1
  • Pages: 262
  • Product dimensions: 6.28 (w) x 9.17 (h) x 0.96 (d)

Meet the Author

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)

.

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Table of Contents

Acknowledgments.

Introduction.

PART ONE: VALUATION PRINCIPLES, INVESTMENT STRATEGY & PORTFOLIO CONSTRUCTION.

Chapter 1: Valuation's Core Concepts.

Chapter 2: Investment Strategy: Concepts and Principles.

Chapter 3: The Essential Elements of an Effective Portfolio.

PART TWO: CREATING AN EFFECTIVE INVESTMENT STRATEGY: GEM IN ACTION.

Chapter 4: The Investment Importance of Politics and Government.

Chapter 5: It's the Global Economy, Stupid.

Chapter 6: Say Hello to Mr. Market.

PART THREE: THE 21st CENTURY INVESTMENT TOOLS.

Chapter 7: An Investment Revolution: Exchange Traded Funds.

Chapter 8: Investing's Dynamic Duo: The PC and the Net.

PART FOUR: PUTTING IT ALL TOGETHER: CREATING AND MAINTAINING AN EFFECTIVE PORTFOLIO.

Chapter 9: Building the Effective Portfolio.

Chapter 10: Let's Get Personal.

Appendix A:Conducting Your Own Research.

Appendix B: Style Investing and Risk.

Notes.

Index.

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  • Anonymous

    Posted October 2, 2006

    Solid book about investment principles & strategies

    This book is an excellent guide to building and managing an investment portfolio. It doesn't promise that you'll make millions. . . but it does provide the principles and strategies you need to create an investment portfolio for long-term growth. It's intelligent, easy to understand, and practical.

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