{"product_id":"the-investing-oasis-isbn-9781119871088","title":"The Investing Oasis","description":"\u003cp\u003e\u003cb\u003eA guided journey revealing hidden values and buried treasures while negotiating the investing landscape.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eA metaphorical journey through the hot, shifting sands of the capital markets ‘desert’ to awaken readers to the urgency of the \"Behavior Gap\"—a chronic gap of under-performance relative to the markets experienced by investors worldwide.\u003c\/p\u003e \u003cp\u003eThis is a roadmap of portfolio management concepts and contrarian tactics that can turn misbehaviors, undue risks, and short-term gambles into longer-term strengths. Through 27 chapters and four tiers, the author progressively introduces more powerful tools \u0026amp; techniques used in the founding and ongoing management of the Oasis Growth Fund, a North American Hedge Fund.\u003c\/p\u003e \u003cp\u003eAbout the Author xi\u003c\/p\u003e \u003cp\u003eList of Abbreviations xiii\u003c\/p\u003e \u003cp\u003eIntroduction xv\u003c\/p\u003e \u003cp\u003e\u003cb\u003eFoundation 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1: Eyes Wide Open 3\u003c\/p\u003e \u003cp\u003eChapter 2: Choosing the Right Path 13\u003c\/p\u003e \u003cp\u003eChapter 3: Risk 101 31\u003c\/p\u003e \u003cp\u003eChapter 4: Setting the Asset mix 45\u003c\/p\u003e \u003cp\u003eChapter 5: Firming Our “Backbone” 59\u003c\/p\u003e \u003cp\u003eChapter 6: The Case for a Planner\/Advisor 69\u003c\/p\u003e \u003cp\u003e\u003cb\u003eFoundation Comments 83\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Investing Oasis: Tier 1 85\u003c\/p\u003e \u003cp\u003eChapter 7: The Oasis Growth Fund (OGF) Model 87\u003c\/p\u003e \u003cp\u003eChapter 8: Stock Selection: Quantitative Filters 97\u003c\/p\u003e \u003cp\u003eChapter 9: Stock Selection: Brains and the Brawn 111\u003c\/p\u003e \u003cp\u003eChapter 10: Stock Selection: Qualitative Filters 119\u003c\/p\u003e \u003cp\u003eChapter 11: Stock Selection: 3+ Degrees of Diversification 131\u003c\/p\u003e \u003cp\u003eChapter 12: Portfolio Construction: Equal- Weighting a Portfolio 145\u003c\/p\u003e \u003cp\u003eChapter 13: Beware Those Temptations 153\u003c\/p\u003e \u003cp\u003e\u003cb\u003eTier 1 Summary 161\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Investing Oasis: Tier 2 163\u003c\/p\u003e \u003cp\u003eChapter 14: The Buy- in 165\u003c\/p\u003e \u003cp\u003eChapter 15: Contrarian Rebalancing 183\u003c\/p\u003e \u003cp\u003eChapter 16: A Hidden Well of Income 193\u003c\/p\u003e \u003cp\u003e\u003cb\u003eTier 2 Summary 203\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Investing Oasis: Tier 3 205\u003c\/p\u003e \u003cp\u003eChapter 17: Warren B – The Ultimate Contrarian 207\u003c\/p\u003e \u003cp\u003eChapter 18: Contrarian Cash and Leverage 213\u003c\/p\u003e \u003cp\u003eChapter 19: Digging for Buried Treasures 227\u003c\/p\u003e \u003cp\u003eChapter 20: Emotion-free Selling 247\u003c\/p\u003e \u003cp\u003e\u003cb\u003eTier 3 Summary 255\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Investing Oasis: Tier 4 257\u003c\/p\u003e \u003cp\u003eChapter 21: “Storm” Forecasting 259\u003c\/p\u003e \u003cp\u003eChapter 22: “Rounding Up the Camels” 267\u003c\/p\u003e \u003cp\u003eChapter 23: Portfolio Protection 281\u003c\/p\u003e \u003cp\u003e\u003cb\u003eTier 4 Summary 301\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 24: Putting It All Together 303\u003c\/p\u003e \u003cp\u003eChapter 25: The Next- Gen Financial System 311\u003c\/p\u003e \u003cp\u003eChapter 26: A Case for Active Management 321\u003c\/p\u003e \u003cp\u003eChapter 27: Tools and Resources 325\u003c\/p\u003e \u003cp\u003eAbout the Website 333\u003c\/p\u003e \u003cp\u003eIndex 335\u003c\/p\u003e \u003cp\u003e\u003cb\u003eJ.T. MASON, CFA, CFP, \u003c\/b\u003eis an independent Portfolio Manager registered with Fieldhouse Capital Management, Inc. in Vancouver, Canada. Twenty-five years of progressive asset management experience working with several national firms brought him ultimately to launch the Oasis Growth Fund based on client-centric principles. He grew up on a farm where neighbors helped neighbors and a handshake was your contract. Today, these timeless elements of trust underpin both the business model and the investment model of his practice.\u003c\/p\u003e  \u003cp\u003eEvery investor starts their capital markets journey believing they can beat the market.  Yet, if you’re reading this, you’re likely not happy with the results. That technology offers such easy access into the world’s most competitive arena, is an invitation that deserves a better plan.\u003c\/p\u003e  \u003cp\u003eExcept for the rare few, deploying short-term trading as the primary method of creating wealth places an investor against the odds. Chronic underperformance relative to the professionals, and “Mr. Market”, is irrefutable proof of the “Behavior Gap”.  With 70% of trading deployed by efficient, unrelenting algorithms, investors are forever vulnerable. Undisciplined, reactive trades are quickly and ruthlessly exploited. Yet, there are many ways to generate better results more consistently. \u003c\/p\u003e\u003cp\u003e\u003ci\u003eThe Investing Oasis\u003c\/i\u003e seeks to level the playing field and improve an investor’s destiny. Progressing pragmatically through 27 chapters and four progressive tiers, a learning journey will be revealed.  Readers are invited to embrace, at their own pace, proven investing methodologies, while being introduced to effective tools and behaviors to further refine their investment game. Layered in between will be investing tips, pertinent examples, contrarian tactics and effective psychological techniques that every investor deserves to know. Readers will also be provided complimentary access to web content, including templates, checklists, educational materials, and bonus chapters.  \u003c\/p\u003e\u003cp\u003eTo achieve consistently better results over the long haul requires stepping back to take a more comprehensive and mindful approach. Ultimately, an investor is responsible for forging their own best path forward, but the journey can be made easier and more effective with time at \u003ci\u003eThe Investing Oasis.\u003c\/i\u003e  \u003c\/p\u003e\u003cp\u003eBefore making that very next decision, stop and reflect.\u003cbr\u003e An investing adventure into the vast capital markets “desert” requires more than just a trading platform and gut instincts. Trying to create value through short-term trading tactics is a mismatch proportionate to running a marathon by sprinting consecutive 100 meter segments. It’s exhausting and eventually leads to stumbling results.   \u003c\/p\u003e\u003cp\u003eHedge fund manager, J.T. Mason shares his professional investing roadmap deployed successfully in the Oasis Growth Fund, a core North American Growth Fund based at Fieldhouse Capital Management in Vancouver, Canada. It’s difficult enough to know what we don’t know, let alone to learn when and how to capitalize on select investment opportunities strewn across the capital markets landscape. Yet, becoming a more effective investor begins with self-reflection and building awareness. \u003c\/p\u003e\u003cp\u003e“If you know neither the enemy nor yourself,\u003cbr\u003e you will succumb in every battle.” \u003cbr\u003e \u003cb\u003e—GENERAL SUN TZU,\u003c\/b\u003e\u003ci\u003e THE ART OF WAR\u003c\/i\u003e \u003c\/p\u003e\u003cp\u003eWithout having to reinvent the wheel,\u003ci\u003e The Investing Oasis\u003c\/i\u003e will give you a running start: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eDiscover your true warrior self and the investing route of best fit\u003c\/li\u003e \u003cli\u003eLearn valuable differences between retail and professional investors\u003c\/li\u003e \u003cli\u003eDiscover the many value-creating layers of a well-designed growth portfolio\u003c\/li\u003e \u003cli\u003eLearn to generate income surplus to your dividends\u003c\/li\u003e \u003cli\u003eDiscover how to unearth treasures never far from the beaten path\u003c\/li\u003e \u003cli\u003eLearn to deploy your cash and debt like strategic weapons\u003c\/li\u003e \u003cli\u003eDiscover the untold advantages of being a contrarian\u003c\/li\u003e \u003cli\u003eLearn the art of portfolio protection\u003c\/li\u003e\n\u003c\/ul\u003e \u003cp\u003eSince the investing journey is life-long, it’s never too late to embrace a new path. With a focus on improving the processes, including oneself, accessing the right tools, and staying close to the path, the results will follow. Truth is that the riches we seek, lie within us.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990269575397,"sku":"NP9781119871088","price":27.95,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781119871088.jpg?v=1761787139","url":"https:\/\/k12savings.com\/products\/the-investing-oasis-isbn-9781119871088","provider":"K12savings","version":"1.0","type":"link"}