DARRIN ERICKSON, MBA, CFA is a portfolio manager at Value Partners Investments based in Winnipeg, Canada, which serves clients in Canada and the United States. Darrin has over two decades of experience managing Global, US, North American, Science and Technology and long/short equity mandates.
Preface
Acknowledgements
About the Author
About the Contributors
Introduction [Typesetter: Intro to start on Arabic page]
Part One. Building Wealth Through Business Ownership
1. Own Good Businesses
Part Two. The Global Investment Opportunity
2. The Global Economy
3. Global Trade
4. Global Financial Markets
Part Three. Risks of Investing Globally
5. Market Cycle Risk
6. Currency Risk
7. Geopolitical Risk
Part Four. Buying Global Businesses
8. Company Analysis
Part Five. Global Sector & Industry Primers
9. Communication Services
10. Consumer Discretionary
11. Consumer Staples
12. Energy
13. Financials
14. Healthcare
15. Industrials
16. Information Technology
17. Materials
18. Real Estate
19. Utilities
Part Six. Own the Best and Leave the Rest
20. Portfolio Construction
Conclusion
Tools and Resources