YOU SAY TOMAYTO...: CONTRARIAN INVESTING IN BITESIZE PIECES

Book ID/图书代码： 05930012B58030

English Summary/英文概要： "If you want to know how a good investment manager makes money from the stock market, even when they seem to be going against the crowd, this book is a must read. Mundy’s insight into the dark mysterious world of professional fund management is refreshing, candid and invaluable."- Jeff Prestridge, Personal Finance Editor, Financial Mail on Sunday

"Alastair Mundy is one of the greatest contrarians. His new book provides an absolutely essential public service, reminding investors that just because something is popular doesn’t make it right, sensible or even worth the price! Crucially this contrarian wisdom, rolled up in this excellent new book, comes with one big plus for the active investor - Alastair is no armchair contrarian as he’s been putting his money where his mouth is for many years as a successful fund manager."- David Stevenson, columnist for Investment Week and the Financial Times

"Any book about investment which can legitimately include Curly Wurlys, cricket, fondue sets and Warren Buffett has got to be worth a read. Mundy’s book is witty, insightful and nicely punctures a lot the pomposity of fund managers while reminding us all quite important managing people’s money properly is. I laughed continuously throughout but was nodding in agreement with a lot of the simple and sensible messages in these highly readable musings. This book should be read at the height of a bull market or the bottom of a bear market because common sense should always be in vogue but sadly isn’t very often."- Lawrence Gosling, founding editor, Investment Week

"This is an excellent insight into the thoughts of one of the best investors in the UK, Alastair Mundy. Mundy cuts through the fog of investment double-speak to produce a genuinely interesting book about contrarian investing. This is an excellent book for those that wish to gain some insight into how to invest away from the crowd in a sensible, disciplined way and is written by an expert with the layman in mind."- Marcus Brookes, Director, Cazenove Capital Management

"Alastair Mundy and his cohorts tirelessly challenge the conventions of the investment world and their contrarian approach has made their clients lots of money. Investors cannot afford to ignore his perspective. It works!"- Richard Romer-Lee, Managing Director of European Investment Consulting, Morningstar OBSR

"It has been my privilege to have worked with Alastair Mundy for more than a decade and hopefully many more years in the future. While many investors pay lip service to contrarian investing, he is the real deal. His results confirm this. He sees things differently but he also says it as it is. He communicates clearly in plain English as befits his combination of razor sharp mind and impressive modesty."- Hendrik du Toit, CEO, Investec Asset Management

Chinese Summary/中文概要： “如果你想知道一个好的投资经理怎样从股票市场中挣钱,即使他们似乎违背了人群,你一定要阅读这本书。曼迪对于神秘黑暗的专业基金管理世界的洞察力令人耳目一新，让人觉得坦诚和无价。”——Jeff Prestridge，《金融周日邮报》个人理财专家

“阿拉斯泰尔•曼迪是伟大的反对者之一。他的新书为我们提供了一个绝对必要的公共服务,提醒投资者不要仅仅因为是受欢迎的东西，就能证明它正确的、明智的甚至是值得的。至关重要的是，在这本新书中提出了这种反向的智慧,带来了活跃的投资者——作为一个多年来都很成功的基金经理，阿拉斯泰尔是没一个没有任何助力的冷门投资者。”——大卫•史蒂文森,《投资周报》和英国《金融时报》专栏作家

“任何一本投资书籍，书中合理的包含了Curly Wurlys、板球运动、芝士火锅集和沃伦•巴菲特，都值得一读。曼迪的书机智、有洞察力，能够很好地减低很多基金经理的浮夸,也提醒我们正确理财的重要性。在读这本可读性相当高的书时，我一直笑到最后，也同意书中许多简单而明智的论点。这本书在牛市最火爆的时候或熊市最低迷的时候阅读,因为常识总是应该在正在流行的时候，但遗憾的是这本书并不是经常被阅读。”——劳伦斯•高斯林, 《投资周》创始编辑

“这是一本优秀的洞察英国最好的投资者阿拉斯泰尔•曼迪的思想的书。曼迪穿过投资之雾，写出了一本关于反向投资真诚有趣的书。这是一本很好的图书,为那些希望了解如何进行远离人群的投资的人，提供了一种明智的、训练有素的方式,是一位将门外汉放在心里的专家写的。”——Marcus Brookes,嘉诚资本管理公司理事

“阿拉斯泰尔•曼迪和他的同伴们不知疲倦地挑战传统的投资世界，他们的逆向方法使他们的客户赚了很多钱。投资者不能忽视他的观点。它很有用！”——Richard Romer-Lee, Morningstar OBSR欧洲投资咨询管理董事

“我与阿拉斯泰尔•曼迪一起工作十多年了，这是我的荣幸,也希望在未来的许多年还能一起。许多投资者关于反向投资口头上说的好听,但他是真正的交易。他看待事物的方式跟别人有所不同,但它是什么他就说什么。由于他敏锐的头脑和令人印象深刻的谦逊，他在《朴素英语》中交流清晰。”——Hendrik du Toit，天达资产管理首席执行官(LNL)

Awards/获奖情况：尽管许多人认为不要命和固执是完美的资格反向投资者的评价标准,该方法实际上跟那些标准有小小的不同。事实上，它需要一个人采取行动来对抗人群。然而, 若没有好的理由一切是徒劳无功的。一个天真的反向投资者去一个酒吧找人打架, 如果伦诺克斯•刘易斯是他的第一个对手，这个投资者会很开心。一个更老练的反向投资者似乎只跟小老太太对抗。但是在当地的酒吧中寻找合适的对手不是一帆风顺的——小老太太们有时会是资深柔术冠军——在股票市场寻找对抗同样是具有挑战性的。乍一看,很多股票都是吸引人的，其他吸引人的股票最初看起来可能像狗。

没有值得信赖的快捷方式将狗从令人愉快的事物中区分出来。长期削减是实现艰苦工作的一种方法。努力工作，例如在理解公司的商业模式时,考虑为什么其他投资者讨厌它,他们可能错过的积极因素,其资产负债表和现金流量表是怎样相互作用的,它的估值是否有足够的吸引力等等。以上可能没有一个是火箭科学,但这并不能使他们变得容易。公牛参数通常是隐藏的,也只能通过细致的工作去发现它,所以我们要保持怀疑的心态和沉着的思考。

在他的这组作品,顶级基金经理阿拉斯泰尔•曼迪反向观察了一系列话题和问题,提供了一系列的思想和方法,并鼓励投资者努力思考他们的投资方式。这本书应该成为投资者——普通或者反向投资者的必备读物。

About the Author/作者介绍： Alastair Mundy在伦敦东部长大，他确信自己会成为自弗雷德•佩里后的第一位英国温布尔登男子单打冠军。人们关于他最清楚的是，他在伦敦城市大学学习保险精算学,但实际学习课程后觉得精算工作太无聊。阿拉斯泰尔在现实世界中的第一份工作是短暂分析英国政府债券(金边债券),正是这一工作是他想要成为股票分析师。他目前在Investec资产管理工作,领导反向股权团队已经十年了。Alastair已婚,有三个孩子,现在仍然致力于掌握他的第二个服务。

Alastair Mundy grew up in East London convinced he would be the first British Wimbledon Men’s Singles Champion since Fred Perry. For reasons best known to him, he studied Actuarial Science at City University, London, but after battling his way through the course decided actuarial work was far too boring. Alastair’s first job in the real world was a brief stint analysing British government debt (gilts), which drove him to find a position as an equity analyst. He currently works at Investec Asset Management, where he has headed the Contrarian Equity Team for ten years. He is married with three children and remains committed to mastering his second serve.

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