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

by Craig Toomey

Overview

In 1960, Montreal stock broker 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. With a foreword by the Right Honourable David Johnston, 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 his unconventional but disciplined investment approach, his uncanny ability to predict winning stocks, and his unwavering faith in the market despite its many ups and downs. 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.

Product Details

ISBN-13:	9780773591875
Publisher:	McGill-Queens University Press
Publication date:	01/01/2014
Sold by:	Barnes & Noble
Format:	eBook
Pages:	184
File size:	2 MB

About the Author

Craig Toomey is a freelance writer and former journalist with the Canadian Press and the Montreal Gazette.
Craig Toomey is a freelance writer and translator and former journalist. He lives in Ottawa.

Table of Contents

Acknowledgments v

Foreword by his Excellency the Right Honourable David Johnston ix

Preface Randall W. Kelly xi

Photos xvi

1 An Uncommon Man 3

2 A Father's Son 14

3 The "Real World" 28

4 Triumphs and Turmoil 42

5 Rebirth and Renewal 62

6 New Blood 75

7 The Growth Formula 87

8 Case Studies: It's All About Growth 102

9 Boom and Bust 123

10 A Foe of Excessive Government 131

11 Supporting Entrepreneurship and the Free Enterprise System 141

12 Looking to the Future 168

Epilogue: Investing in the Course 174

Appendices

Appendix 1 Formula Growth Fund Annual Performance 183

Appendix 2 Formula Growth Fund Current and Former Employees 184

Index 187