Description
A new but timeless strategy and mindset that should greatly help investors lower downside risk while achieving market outperformance
In The 52-Week Low Formula: A Contrarian Strategy that Lowers Risk, Beats the Market, and Overcomes Human Emotion, wealth manager Luke L. Wiley, CFP examines the principles behind selecting the outstanding companies and great investment opportunities that are being overlooked.
Along the way, Wiley offers a melding of the strategies used by such investment giants as Warren Buffett, Howard Marks, Michael Porter, Seth Klarman, and Pat Dorsey. His proven formula helps investors get the upper hand by identifying solid companies that are poised for growth but have fallen out of the spotlight.
- Shows you how to investigate companies and identify opportunities
- Includes detailed discussions of competitive advantage, purchase value, return on invested capital, and debt levels
- Presents several case studies to examine companies that have overcome obstacles by trading around their 52-week lows
The 52-Week Low Formula is a must-read for investors and financial advisors who want to break through conventional strategies and avoid common mistakes.
Author: Luke L. Wiley
Publisher: Wiley
Published: 04/21/2014
Pages: 240
Binding Type: Hardcover
Weight: 0.95lbs
Size: 9.30h x 6.20w x 0.80d
ISBN13: 9781118853474
ISBN10: 1118853474
BISAC Categories:
- Business & Economics | Investments & Securities | Stocks
- Business & Economics | Finance | Wealth Management
About the Author
LUKE L. WILEY, CFP(R), CRPC, is the Senior Vice President of Wiley Wealth Management at UBS Financial Services in Cincinnati, Ohio. In 2012, he was among the top ten of the 7,000 UBS Financial Advisors in client retention and acquisition and has been called upon to provide strategic guidance for other wealth managers, financial planners, and investment managers by UBS management. His investment strategy and approach to life was defined by 17th century German mathematician Carl Gustav Jacob Jacobi who once wrote, "Invert, always invert." By solving for the opposite of your intended result, non-traditional paths to success reveal themselves. The idea of finding attractive investment opportunities within the 52-Week Low lists came about from Wiley reading a book that sells used for about $1,400 written by Seth Klarman, Margin of Safety-Risk-Averse Value Investing Strategies for the Thoughtful Investor.
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