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Strategies of the World's Greatest Concentrated Value Investors459
Discover the secrets of the world's top concentrated value investors Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors chronicles the virtually unknown but wildly successful value investors who have regularly and spectacularly blown away the results of even the world's top fund managers. Sharing the insights of these top value investors, expert authors Allen Benello, Michael van Biema, and Tobias Carlisle unveil the strategies that make concentrated value investing incredibly profitable, while at the same time showing how to mitigate risk over time. Highlighting the history and approaches of four top value investors, the authors tell the fascinating story of the investors who dare to tread where few others have, and the wildly-successful track records that have resulted. Turning the notion of diversification on its head, concentrated value investors pick a small group of undervalued stocks and hold onto them through even the lean years. The approach has been championed by Warren Buffett, the best known value investor of our time, but a small group of lesser-known investors has also used this approach to achieve outstanding returns. * Discover the success of Lou Simpson, a former GEICO investment manager and eventual successor to Warren Buffett at Berkshire Hathaway * Read about Kristian Siem, described as "Norway's Warren Buffett," and the success he has had at Siem Industries Concentrated Investing will quickly have you re-thinking the conventional wisdom related to diversification and learning from the top concentrated value investors the world has never heard of.
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this is an original approach to both value investing and diversification, and brings a new perspective to some familiar topics. (Money Week, May 2016)
ALLEN C. BENELLO, CFA, is the chairman of White River Investment Partners, LLC, a private investment firm in San Francisco. MICHAEL VAN BIEMA is the founder and man- aging principal of van Biema Value Partners, LLC, and coauthor of Value Investing. TOBIAS E. CARLISLE is a partner at Carbon Beach Asset Management, LLC, and author of the books Deep Value and Quantitative Value and the Greenbackd.com blog.
Preface ix Acknowledgments xiii Introduction Concentrated Investing 1 Chapter 1 Lou Simpson: The Disciplined Investor 5 A Portrait of Concentration Chapter 2 John Maynard Keynes: Investor Philosopher 35 The Economics of Concentration Chapter 3 Kelly, Shannon, and Thorp: Mathematical Investors 71 Concentration Quantified Chapter 4 Warren Buffett: The Kelly-Betting Value Investor 89 Portfolio Concentration for Value Investors Chapter 5 Charlie Munger: Concentration s Muse 109 Quality without Compromise Chapter 6 Kristian Siem: The Industrialist 131 The Importance of Permanent Capital to the Long-Term Investor Chapter 7 Grinnell College: The School of Concentration 159 Concentration and Long-Term Investing for Endowment Chapter 8 Glenn Greenberg: The Iconoclast 177 Simple, Common Sense Research, and Tennis Shoes Chapter 9 Conclusion 203 The Concentrated Investor s Temperament About the Authors 221 Index 223