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The Experts and the Evidence
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Table of Contents

List of Practical Applications 3

Acknowledgements 4

About the Authors 5

Chapter 1. Introduction – Experts and Evidence 7

Chapter 2. Warren Buffett – The Greatest Investor? 14

Chapter 3. Philip Fisher – Growth Investor 36

Chapter 4. David Dreman – The Master Contrarian? 66

Chapter 5. Harry Markowitz – The Father of Portfolio Theory 88

Chapter 6. Behavioural Finance – Some Useful Insights 114

Chapter 7. Technical Analysis 138

Chapter 8. Quants and Alternative Investments 173

Appendix I. Introduction to BLOOMBERG PROFESSIONAL® 195

Appendix II. Methods of Valuation 198

About the Companion Website 210

Index 211

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