Up and to the Right, Second Edition: The Story of John W. Dobson and His Formula Growth Fund

Front Cover
McGill-Queen's Press - MQUP, Apr 16, 2020 - Biography & Autobiography - 283 pages

In 1960, Montreal money manager John Dobson launched an informal investment club with a close group of friends and associates, including future prime minister John Turner. His Formula Growth Fund would go on to become one of North America's most successful investment funds, consistently outperforming the Dow Jones Industrial Average and attracting the likes of legendary investor Sir John Templeton.

Up and to the Right tells the story behind John Dobson's investment success as well as his many contributions to entrepreneurial education. Craig Toomey provides valuable insight into Dobson's unconventional but disciplined investment approach, his uncanny ability to predict winning stocks, and his unwavering faith in the stock market despite its many ups and downs. Coinciding with the sixtieth anniversary of the Formula Growth Fund, this revised edition brings the company's fascinating story up to date. It presents additional investment case studies and explains how, through the launch of a successful hedge fund platform and expansion into Asia, Formula Growth has tripled its assets under management since the first edition was published in 2014. An initial investment of $10,000 made in 1960 has grown in value to an astonishing $12 million - a return on investment that speaks to Dobson's legacy.

Based on interviews with Dobson as well as with dozens of members of his extensive network of friends, colleagues, and investment professionals, Up and to the Right is a fascinating story about a great Canadian who believed deeply in self-reliance and free enterprise as well as the value of friendship, pursuing one's passions, and working for the greater good.

 

Contents

Acknowledgments
An Uncommon
A Fathers
The Real World
Triumphs and Turmoil
Rebirth and Renewal
New Blood
The Growth Formula
Formula Growth Hedges Its Bets
A Move into Asia
A Foe of Excessive Government
Looking to the Future
Vintage of Formula Growth Stocks chronologically over the decades price at least
Formula Growth Current and Former Employees
Index
Copyright

Its All About Growth and sometimes value

Other editions - View all

Up and to the Right, Second Edition: The Story of John W. Dobson and His ...
Craig Toomey
Limited preview - 2020
Up and to the Right: The Story of John W. Dobson and His Formula Growth Fund
Craig Toomey
Limited preview - 2013
Up and to the Right: The Story of John W. Dobson and Formula Growth, Second ...
Craig Toomey
No preview available - 2020
View all »

Common terms and phrases

Acadia Air Canada Application Software baijiu Bette Lou Reade Canadian capital gains tax Celgene Centre for Entrepreneurship Cheung China Circuit City clients companies company’s Corp Cottingham decade director Dobson Centre Durrell early earnings Enactus Canada entrepreneurs entrepreneurship equity Facebook father FGHF firm Formula Growth Fund friends golf growing growth stocks hedge fund Home Depot Ian Soutar ideas industry Institute investment investors John Dobson Foundation John Liddy John’s Kelly-Gagnon later looking Lorne Webster McGill University million money managers Montreal never opportunity Peter Mackechnie played portfolio manager Quebec Randy Kelly recalls René Catafago Rent-A-Center Retail risk Royal Bank says Services Healthcare Services share Software Staples started Stephen Jarislowsky stock market strategy success Sydney Dobson things trading unit holders valuation vice-president Walter Cottingham wanted young

About the author (2020)

Craig Toomey is a freelance writer and translator and former journalist. He lives in Ottawa.

Bibliographic information

TitleUp and to the Right, Second Edition: The Story of John W. Dobson and His Formula Growth Fund
AuthorCraig Toomey
Edition2, revised
PublisherMcGill-Queen's Press - MQUP, 2020
ISBN0228002001, 9780228002000
Length283 pages
Subjects › 

Biography & Autobiography / Business
  
Export CitationBiBTeX EndNote RefMan