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Contents Listing

Preface.
1. The Return of Common Sense.
2. Andy Stephens: Lead Portfolio Manager, Artisan Mid Cap Fund.
3. Bill Nygren: Lead Portfolio Manager, Oakmark Select Fund, Oakmark Fund.
4. Christopher C. Davis: Portfolio Manager, Selected American Shares.
5. Bill Fries: Portfolio Manager, Thornburg Value Fund, Thornburg International Value Fund.
6. John Calamos Sr.: Portfolio Manager, Calamos Growth Fund.
7. Five Common Principles of the Professionals.
8. The Artist Meets the Technician: Developing an Investment Philosophy and Process.
9. Finding the Blue Light Specials.
10. Valuing Stocks.
11. A Big Value in an Orange Box.
12. PEs, PEGs, and IRRs.
13. Just Do It!
Appendix 1: Investment Resources.
Appendix 2: Stock Investment Screen.
Notes.
About the Author.
Index.