174 pages. Paperback £22.94, Kindle £21.79.
An investment manager at Baillie Gifford, Andrew Hunt’s book covers value investing from share selection to portfolio construction, and much in between.
He starts with “Value investing 101” and the worlds of Benjamin Graham, Warren Buffett and James Montier – involving margins of safety, patience, the “fat pitch” and dealing with Mr Market.
He then discusses how to improve the approach, emphasising an understanding of a company’s financial strength, its degree of focus on shareholder value and of ...