Statements (20)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:investment_strategy
|
| gptkbp:associatedWith |
gptkb:Marathon_Asset_Management
|
| gptkbp:contrastsWith |
value investing
growth investing momentum investing |
| gptkbp:describedBy |
Capital Returns: Investing Through the Capital Cycle
|
| gptkbp:emphasizes |
returns on capital
company capital expenditure supply and demand dynamics |
| gptkbp:focusesOn |
capital allocation
industry cycles investment timing |
| gptkbp:relatedTo |
business cycles
contrarian investing mean reversion |
| gptkbp:usedBy |
gptkb:Edward_Chancellor
Marathon Asset Management investors |
| gptkbp:bfsParent |
gptkb:Warhammer:_Invasion
|
| gptkbp:bfsLayer |
7
|
| https://www.w3.org/2000/01/rdf-schema#label |
The Capital Cycle
|