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Part III: Thinking Like a Portfolio Manager
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Part III: Thinking Like a Portfolio Manager
by Jarred Kriz, Fisher Investments
Fisher Investments on Financials
Cover
Contents
Title
Copyright
Foreword
Preface
Acknowledgments
Part I: Introduction
Chapter 1: Financials Basics
Financials 101
Financials Sector Breakdown
Part II: Industry Group Details
Chapter 2: Banks
Banks 101
Types of Banks
Banks Industry Group Characteristics
Bank Regulation
Chapter 3: Diversified Financials
Capital Markets
Consumer Finance
Diversified Financial Services
Chapter 4: Insurance Industry Group
Characteristics of Insurers
How do Insurance Companies Make Money?
How do Insurance Companies Act?
Regulation
Chapter 5: Real Estate Industry Group
What is a REIT?
REIT Characteristics
A Representative Example: Annaly Capital Management
Equity REIT Sub-Industries
Unique Measurements for REITs
Part III: Thinking Like a Portfolio Manager
Chapter 6: The Top-Down Method
Investing is a Science
The Top-Down Method
Top-Down Deconstructed
Managing Against a Financials Benchmark
Chapter 7: Security Analysis
Make Your Selection
A Five-Step Process
Financials Analysis
Chapter 8: Financials Investing Strategies
Adding Value at the Sector Level
Adding Value at the Country or Industry Level
Adding Value at the Security Level
Appendix A: Reference Material
Appendix B: Derivatives
Appendix C: Risk-Adjusted Balance Sheet
About the Author
Index
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Chapter 5: Real Estate Industry Group
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Chapter 6: The Top-Down Method
PART III
THINKING LIKE A PORTFOLIO MANAGER
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