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
Anthony Bolton is Britain's best-known and longest-serving fund manager. He is a Fidelity Investment award winner, feted newspaper columnist and instantly recognisable financial name. Over twenty five years he delivered an exceptional annual return of 20% on his Special Situations Fund, compared with 7.7 % for the FTSE All-Share index. His strategy, which blends analysis of a company's books with quizzing the management and studying performance graphs, has an enviable track record. Anthony is an experienced writer, with a monthly column in the FT money section that is widely read.
"Legendary " Daily Telegraph "Legendary " Observer "one of the most outstanding performers of recent years " Scotsman on Sunday "the people's champion - and the professionals' choice " Daily Mail "Britain's most feted ..' Financial Times "best professional investor in Britain over the past couple of decades " Guardian, July 2008 " he turned GBP1,000 into a staggering GBP147,000 over 28 years" Daily Telegraph 2008 "He has laid down a performance track record that will take some beating" - www.thedailyreckoning.com " has been the most consistently successful .. of the last 30 years " BBC News " he's been the top of his trade since 1979 " - Independent