vikx01 Posted December 1, 2015 Share Posted December 1, 2015 I just started reading the following book a couple of days ago. Seems to be an amazingly good read so far. There are lovely excerpts from their annual reports on what they call the "Capital Cycle". There is some very good industry analysis. [amazonsearch]Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15[/amazonsearch] Once I finish this, I'll try to get a hold of his (Edward Chancellor's) previous book ([amazonsearch]Capital Account: A Fund Manager Reports on a Turbulent Decade, 1993-2002[/amazonsearch]) on Marathon Asset's annual reports from the 90's. I read his [amazonsearch]Devil Take the Hindmost: a History of Financial Speculation[/amazonsearch] a while back and loved it. It's of the same category as [amazonsearch]Manias, Panics and Crashes: A History of Financial Crises[/amazonsearch] by Kindleberger Does anyone have letters from Marathon Asset Management? They seem to have outperformed indexes by about 5% annually since inception in 1987 (http://www.marathon.co.uk/International-Equity.aspx,) but more than that the letters would pack a lot of investing wisdom. Neil Ostrer's interviews: 1. From 2014 https://personal.vanguard.com/us/insights/article/marathon-manager-interview-122014 2. From 2007 https://www.phoenix-ir.com/fund_manager/docs/Ostrer_Jan_07.pdf Link to comment Share on other sites More sharing options...
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