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He has marshalled Aberdeen portfolios through numerous market cycles, and in this eBook reveals the secrets of his success, accompanied by the witty illustrations of cartoonist Fran Orford.
Contents Include:
- Check how minority shareholders have been treated in the past
- Remember that companies are about people not assets
- Balance sheet strength is critical
- Understand what you’re buying
- Be wary of over-ambition
- Think long term
- Benchmarks are measuring devices not portfolio-construction tools
- Take advantage of irrational behaviour
- Do your own research
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