Growth vs. Value (https://www.oppenheimer funds.com/ images/investors/ growthOrValue_033106.gif)

 

INVESTING STYLES: Growth & Value

Growth vs. value: annualized range of returns for the two strategies from 1991 - 2006

Source of chart data: Standard & Poor's Micropal, Inc. Results based on calendar year total returns of the S&P/BARRA Growth and Value indices. The indices are unmanaged, include reinvested income but not transaction costs or taxes.

(Contrarian), David N. Dreman (1982). The New Contrarian Investment Strategy. (New York, NY: Random House, 343 p. [rev. 1979 ed.]). Speculation; Stocks; Investments.]

(Contrarian), Steven L. Mintz (1994). Five Eminent Contrarians: Careers, Perspectives, and Investment Tactics. (Burlington, VT: Fraser Pub. Co., 129 p.). Capitalists and financiers--United States--Biography; Investments--United States. Humphrey B. Neill ... John B. Neff ... Dean LeBaron ... David L. Babson ... Michael Aronstein.

(Contrarian), David N. Dreman (1998). Contrarian Investment Strategies: The Next Generation: Beat the Market by Going Against the Crowd. (New York, NY: Simon & Schuster, 464 p.). Speculation; Stocks; Investments.

(Contrarian), Nathan E. Davis (2004). The Triumph of Contrarian Investing: Crowds, Manias, and Beating the Market by Going Against the Grain. (New York, NY: McGraw-Hill, 177 p.). Investments Psychological aspects; Speculation Psychological aspects; Stock price forecasting; Investments Decision making. 

(Focus), Robert G. Hagstrom (1999). Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy. (New York, NY: Wiley, 246 p.). Senior Vice President and Director of Legg Mason Focus Capital. Buffett, Warren; Investments; Portfolio management. 

(Growth), Valerie F. Malter (1999). How To Be a Growth Investor. (New York, NY: McGraw-Hill, 179 p.). Senior Portfolio Manager for Scudder's Large Company Growth Fund and Large Company Growth Institutional client accounts. Investments; Stocks. 

(Low $ Stocks), Bill Matthews (1994). Winning Big with Bargain Stocks: How to Invest Successfully in New Issues, Warrants, and Stocks of Turnaround Companies under $10 (Chicago, IL: Dearborn Financial Pub., 218 p.). Investments--United States--Handbooks, manuals, etc.; Stocks--United States--Handbooks, manuals, etc.

(Low $ Stocks), Richard L. Evans (1999). Finding Winners among Depressed and Low-Priced Stocks: Discovering Hidden Values in the Stock Market (Lincolnwood, IL: Contemporary Books, 324 p. [3rd ed.]).  Stocks--Prices--Charts, diagrams, etc.; Speculation; Stock price forecasting.

(Value), John Train (1987). The Midas Touch: The Strategies That Have Made Warren Buffett America's Pre-Eminent Investor (New York, NY: Harper & Row, 160 p.). Buffett, Warren; Capitalists and financiers--United States--Biography; Investments--United States.

(Value), Seth A. Klarman (1991). Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor. (New York, NY: HarperBusiness, 249 p.). Hege Fund Manager ($7 billion Baupost Group - founded 1983). Value investing; Stocks; Junk bonds. Specific 'worthy' opportunities; high returns (average annual return of 19.5% since 1983, declines in 11 of 97 quarters) plus high cash levels; obsessed with 'potential crises' (sources of market declines).

(Value), Robert G, Hagstrom (1994). The Warren Buffett Way: Investment Strategies of the World's Greatest Investor (New York, NY: Wiley, 274 p.). President and Director of Legg Mason Focus Capital. Buffett, Warren; Capitalists and financiers--United States--Biography; Investments--United States. 

(Value), Janet Lowe (1994). Benjamin Graham on Value Investing: Lessons from the Dean of Wall Street (Chicago, IL: Dearborn Financial Pub., 246 p.). Graham, Benjamin, 1894- ; Capitalists and financiers--United States--Biography; Investment analysis; Securities--United States. 

(Value), Mary Buffett & David Clark (1997). Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett the World's Most Famous Investor (New York, NY: Rawson Associates, 320 p.). Buffett, Warren; Investments; Capital investments.

(Value), Martin J. Whitman (1999). Value Investing: A Balanced Approach (New York, NY: Wiley, 274 p.). Investment analysis; Securities; Corporations--Valuation.

(Value), Lawrence A. Cunningham (2001). How to Think Like Benjamin Graham and Invest Like Warren Buffett (New York, NY: McGraw-Hill, 267 p.). Compiler of the internationally acclaimed best-seller The Essays of Warren Buffett. Graham, Benjamin, 1894- ; Buffett, Warren; Investment analysis; Securities--United States. 

(Value), Timothy P. Vick (2001). How to Pick Stocks Like Warren Buffett: Profiting from the Bargain Hunting Strategies of the World's Greatest Value Investor (New York, NY: MGraw-Hill, 277 p.). Founder and Editor of Today's Value Investor. Buffett, Warren; Investments--United States; Stocks--United States. A $10,000 investment in Warren Buffett's original 1956 portfolio would today be worth a staggering $250 million ... after taxes! 

(Value), Kirk Kazanjian (2002). Value Investing with the Masters: Revealing Interviews with 20 Market-Beating Managers Who've Stood the Test of Time. (New York, NY: New York Institute of Finance, p.). Investment analysis; Stocks.

(Value), Benjamin Graham; updated with new commentary by Jason Zweig (2003). The Intelligent Investor: A Book of Practical Counsel. (New York, NY: HarperBusiness Essentials, 623 p. [Rev. Ed.; orig. pub. 1949]). Graham - Former President of the Graham-Newman Corporation (investment fund); taught finance at Columbia University's Graduate School of Business and at UCLA. Securities, Investments. 

(Value), Frank Martin (2005). Speculative Contagion: An Antidote for Speculative Epidemics. (Bloomington, IN: AuthorHouse, 297 p.). 1987 - Founder, McDonald Capital Management, Inc.; 1991 - renamed Martin Capital Management. Stock Market Bubble, 1995-2000; Speculation--United States; Financial crises--United States. Annual reports written to clients during, after bursting bubble. Firm dedicated to achieving superior returns by buying relatively few high-quality businesses at prices that afford margin of safety, holding for the long term.

(Value), Christopher H. Browne; foreword by Roger Lowenstein (2006). The Little Book of Value Investing. (Hoboken, NJ: Wiley, 180 p.). Managing Director of Tweedy, Browne Company LLC. Investment analysis; Stocks; Investments; Corporations--Valuation. Buy stock of companies that trade for less than their intrinsic value to profit from their long-term performance.

Richard Bernstein (1995). Style Investing: Unique Insight into Equity Management. (New York, NY: Wiley, 238 p.). Investment analysis; Market segmentation.

--- (2001). Navigate the Noise: Investing with One of Wall Street's Top Investment Strategists. (New York, NY: Wiley. Investments; Investment analysis.

George T. Friedlob, Franklin J. Plewa, Jr. (1996). Understanding Return on Investment. (New York, NY: Wiley, 237 p.). Capital investments; Rate of return.

Mohnish Pabrai (2007). The Dhandho Investor: The Low Risk Value Method to High Returns. (Hoboken, NJ: Wiley, 208 p.). Hedge Fund manager. Business enterprises--United States--Finance; Entrepreneurship--United States--Finance; Small business--United States--Finance. Businesses with predictable cash flows that can be very profitable if run well.

Richard Phalon (2001). Forbes Greatest Investing Stories. (New York, NY: Wiley, 239 p.). Contributing Editor, Forbes Magazine. Finance, Personal--United States--Case studies; Investments--United States--Case studies; Success in business--United States--Case studies.

Richard J. Stillman (1986). Dow Jones Industrial Average: History and Role in an Investment Strategy. (Homewood, IL: Dow Jones-Irwin, 217 p.). Dow Jones & Co.; Stock price indexes -- United States.

James B. Woy (1973). Investment Methods; A Bibliographic Guide. (New York, NY: R.R. Bowker, 220 p.). Investments -- Bibliography; Investments -- Dictionaries.


KIPnotes.com

We Bring the Library 2 U  
Copyright (c) 2001
646-229-3439
kipz@aol.com