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Fisher Investments on Materials


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Foreword ix Preface xi Acknowledgments xv Part I Getting Started in Materials 1 Chapter 1 Materials Basics 3 Materials 101 4 Commodity Pricing Basics 9 The Production Process 13 Chapter 2 A Brief History of Materials 29 The Industrial Revolution 29 Structural Shifts in Metals Since the Industrial Revolution 33 Industrialization of the Emerging Markets 37 Chapter 3 Materials Sector Drivers 41 Key Drivers 42 Drivers at Work 46 Case Study: Copper 51 Part II Next Steps: Materials Details 63 Chapter 4 Materials Sector Breakdown 65 Global Industry Classification Standard (GICS) 66 Global Materials Benchmarks 67 Metals & Mining Industry 74 Chemicals 88 Construction Materials 96 Paper & Forest Products 96 Containers & Packaging 98 Chapter 5 Staying Current: Tracking Sector Fundamentals 101 What to Watch 102 Chapter 6 Case Study: The 2003 to 2007 Bull Market in Materials 117 The Backdrop 119 Demand Growth 120 Supply Constraints 130 The Growth of Mergers and Acquisitions 136 Part III Thinking Like a Portfolio Manager 139 Chapter 7 The Top-Down Method 141 Investing is a Science 141 The Top-Down Method 144 Top-Down Deconstructed 150 Managing Against a Materials Benchmark 157 Chapter 8 Security Analysis 163 Make Your Selection 164 A Five-Step Process 165 Important Questions to Ask 173 Chapter 9 Materialize Your Portfolio: Investing Strategies 181 Strategy 1: Adding Value at the Industry and Sub-industry Level 182 Strategy 2: Adding Value at the Security Level 189 Strategy 3: Adding Value in a Materials Sector Downturn 190 Strategy 4: Investing in Commodities 191 Appendix A: Materials Sector Resources 195 Appendix B: Top 10 Materials Firms by Industry 199 Notes 203 Glossary 217 About the Authors 223 Index 225

About the Author

Fisher Investments is a respected investment management company which serves the needs of investors demanding superior performance, low fees and exceptional service.?With over $45 billion under management, its clients include Fortune 500 companies, foundations and endowments, as well as thousands of high net worth investors. Unlike many money management firms who typically have little contact with individual investors, Fisher Investments' Private Client Group was specifically created to allow?the investment management company to deliver institutional-level capabilities to high net worth individuals. Brad W. Pyles (San Francisco, California) graduated from UCLA with a BA in Business Economics and a Minor in Mathematics. He regularly presents to audiences at investing seminars across the country and currently works as a Research Analyst at Fisher Investments with a focus on Materials and macroeconomic strategy.?Originally from Honolulu, he now lives in San Francisco with his wife. He has been with Fisher Investments since 2001. Andrew S. Teufel (Woodside, CA) is Co-President and Director of Research at Fisher Investments. He has been with Fisher Investments since 1995 and has been a member of the Investment Policy Committee since 1996. He is responsible for the supervision of the firm's research department. Prior to joining the firm, he worked at Bear, Stearns & Co. Inc. as a Corporate Finance Analyst in its Global Technology Group.

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