||8 of 9 people found the following review helpful.| An investment Gem|By David Shepley|Truly a joy to read. A more holistic and complete harnessing of Marathon's investment philosophy than Capital Account. Practical wisdom exudes from these well-written pages of recent market history. Essential reading for a fundamentally-driven investor. Poignant discussions around key value drivers; capital allocation, sustainable competi|||“Capital Returns brings together industrial economics, Michael Porter’s competitive analysis and behavioral finance, into a powerful long-term investment approach that Marathon Asset Management calls ‘capital cycle’ analysis. …
We live in an age of serial asset bubbles and spectacular busts. Economists, policymakers, central bankers and most people in the financial world have been blindsided by these busts, while investors have lost trillions.
Economists argue that bubbles can only be spotted after they burst and that market moves are unpredictable. Yet Marathon Asset Management, a London-based investment firm managing over $50 billion of assets has developed a relatively simple me...
[PDF.hn86] Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15 Rating: 4.92 (723 Votes)
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You can specify the type of files you want, for your gadget.Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15 | From Palgrave Macmillan. I was recommended this book by a dear friend of mine.
