Knowledge CenterThere is always more to learn in your quest to be a wise investor. That’s why we’ve gathered a recommended reading list and information from several places on the web. We think you will find these useful should you want to know more about mutual funds and the financial world in general. Recommended Reading About InvestingInfluence: The Psychology of Persuasion, Robert Cialdini (1993)
This book isn’t so much about investing as it is about influence in general. It just so happens that reading this may help you to become a more refined investor. Understanding the influences and factors that might lead you astray often positively affects your decision making process. You Can Be a Stock Market Genius, Joel Greenblatt (1999)
Greenblatt is one of the most successful managers over the last 20 years or so and in this book he simplifies his philosophies and strategies on investing for the enthusiast crowd. Among other things, Greenblatt highlights some of the ‘special situations’ that he believes can create great investment opportunities and tells you how to look out for them.
Buffett: The Making of an American Capitalist, Roger Lowenstein (1996)
Everything you ever wanted to know and should know about Warren Buffett. Wall Street Journal reporter Roger Lowenstein details Buffett’s history, tracking him from his early childhood days to his rise as the world’s most famous investor.
When Genius Failed: The Rise and Fall of Long-Term Capital Management, Roger Lowenstein (2001)
Learn from your mistakes and the mistakes of others. Perhaps no collapse captured the imagination of Wall Street and represented its arrogance more than that of Long-Term Capital Management. LTCM collected academia’s and the Street’s finest minds in a Hedge Fund that soared to reach more than $100 billion in assets. Overconfidence took hold setting up LTCM for an epic collapse.
In an Uncertain World: Tough Choices from Wall Street to Washington, Robert Rubin (2004)
When Warren Buffett, Tom Brokaw, and Henry Kissinger all say that a book is a must read (on Amazon’s website) you must listen. Robert Rubin was Secretary of the Treasury from 1995 to 1999. Using real life drama from his tenure, he eloquently illustrates issues that can arise when economics intersect with politics.
Money Masters of Our Time, John Train (2000)
Most money managers just don’t stand up to the test of time. There is a lot to learn from those that do. John Train delves into the histories and investment techniques of some of the most famous names in investing, from Warren Buffett to Benjamin Graham to Peter Lynch.
Mutual Fund ResourcesThe Investment Company Institute (ICI) is a leading mutual fund industry trade group. The ICI site has a wide range of useful information for individual investors including informative sections on “How Mutual Funds are Structured” and “How to Read a Mutual Fund Fee Table.”
http://www.ici.org/funds/inv/bro_understanding_mfs.html Inclusion of the Web sites listed on this page does not constitute an endorsement of Gratio Funds or its affiliates by any of the organizations listed. | 
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