Capital returns investing through the capital cycle: a money manager's reports 2002-15 (Record no. 358318)
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fixed length control field | 02096nam a22002057a 4500 |
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control field | OSt |
005 - DATE AND TIME OF LATEST TRANSACTION | |
control field | 20250519153327.0 |
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fixed length control field | 250519b |||||||| |||| 00| 0 eng d |
020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
International Standard Book Number | 9781349959020 |
040 ## - CATALOGING SOURCE | |
Transcribing agency | AACR-II |
082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER | |
Classification number | 332.041 CAP |
245 ## - TITLE STATEMENT | |
Title | Capital returns investing through the capital cycle: a money manager's reports 2002-15 |
260 ## - PUBLICATION, DISTRIBUTION, ETC. | |
Place of publication, distribution, etc. | New York |
Name of publisher, distributor, etc. | Palgrave |
Date of publication, distribution, etc. | 2016 |
300 ## - PHYSICAL DESCRIPTION | |
Extent | 211p. |
520 ## - SUMMARY, ETC. | |
Summary, etc. | This book provides expert, example-driven guidance on the crash-beating capital cycle approach to investing, successfully deployed by Marathon Asset Management over the past two decades.<br/>This was the case with both the technology bubble at the turn of the century and the US housing bubble which followed shortly after. More recently, vast sums have been invested in mining and energy. From an investor's perspective, the trick is to avoid investing in sectors, or markets, where investment spending is unduly elevated and competition is fierce, and to put one's money to work where capital expenditure is depressed, competitive conditions are more favourable and, as a result, prospective investment returns are higher. This capital cycle strategy encourages investors to eschew the simple 'growth' and 'value' dichotomy and identify firms that can deliver superior returns either because capital has been taken out of an industry, or because the business has strong barriers to entry (what Warren Buffett refers to as a 'moat'). Some of Marathon's most successful investments have come from obscure, sometimes niche operations whose businesses are protected from the destructive forces of the capital cycle. Capital Returns is a comprehensive introduction to the theory and practical implementation of the capital cycle approach to investment. Edited and with an introduction by Edward Chancellor, the book brings together 60 of the most insightful reports written between 2002 and 2014 by Marathon portfolio managers. |
600 ## - SUBJECT ADDED ENTRY--PERSONAL NAME | |
Personal name | Economic Sector |
9 (RLIN) | 10748 |
650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
Topical term or geographic name entry element | Economics-Money-Capital |
9 (RLIN) | 10749 |
710 ## - ADDED ENTRY--CORPORATE NAME | |
Corporate name or jurisdiction name as entry element | Chancellor, Edward ed. |
9 (RLIN) | 10750 |
942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
Source of classification or shelving scheme | Dewey Decimal Classification |
Koha item type | Books |
Date last seen | Total Checkouts | Full call number | Barcode | Price effective from | Koha item type | Lost status | Source of classification or shelving scheme | Damaged status | Not for loan | Withdrawn status | Home library | Current library | Date acquired | Cost, normal purchase price |
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2025-05-19 | 332.041 CAP | 177214 | 2025-05-19 | Books | Not Missing | Dewey Decimal Classification | Not Damaged | Gandhi Smriti Library | Gandhi Smriti Library | 2025-05-19 | 899.00 |