Investment style

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Also found in: Acronyms.

Investment Philosophy

Basic standards and beliefs guiding one's investing practices. Factors influencing one's investment philosophy include risk tolerance, investment goals, and personal beliefs about what guides markets. Investment philosophies may vary widely from each other. For example, when investing in securities, one investor may use technical analysis, which utilizes statistical information exclusively, while another may use fundamental analysis, which uses both quantitative and qualitative information. It is also called an investment strategy. See also: Naive diversification, Markowitz Portfolio Theory.

Investment style.

Investment style refers to the approach that investors, including professional money managers, take in selecting individual investments and assembling portfolios as they seek to achieve their investment goals.

For example, a mutual fund that is focused on small-cap stocks might seek long-term capital appreciation by choosing aggressive growth stocks. Another small-cap fund with the same objective might build a portfolio of underpriced value stocks.

Evaluating a fund's investment style -- which is typically described as aggressive, moderate, conservative, or contrarian -- is an important consideration in choosing among mutual funds and ETFs. You'll want to be sure that any fund you purchase is compatible with your individual risk tolerance.

References in periodicals archive ?
The firm's core investment strategies include Small Cap Value, Small/Mid Cap Value, International Small Cap Value, Global Value, Japan Value, and Master Limited Partnerships.
Delaware Small Cap Value A (DEVLX) invests in small-cap companies whose shares are attractively priced compared to their underlying value.
Schier, lead portfolio manager of the Mid Cap Value fund since inception 11 years ago, is the lead manager on the new Small Cap Value Fund.
In a related move, Perkins appointed Justin Tugman, an analyst with the firm, as a co-portfolio manager of Perkins Small Cap Value Fund and related strategies.
In reopening the Fund, Evergreen seeks to meet investor demand for small cap value investment solutions.
Van Hooser said the Harbor Small Cap Value Fund could begin to approach net asset levels at which it could become more difficult to keep its portfolio fully invested in small cap stocks that meet the manager's selection criteria.
EST) on Friday, February 4, 2005, the American AAdvantage Small Cap Value Fund will close to new investors.
The American AAdvantage Small Cap Value Fund assets are currently managed by Brandywine Asset Management, LLC, Hotchkis & Wiley Capital Management, LLC, and Barrow, Hanley, Mewhinney & Strauss, Inc.
Balanced; Global Small Cap Value; Global Absolute Return; Global Shareholder Yield; and International Small Cap Value.
COLUMBUS, Ohio, May 17 /PRNewswire/ -- One Group Small Cap Value Fund closed to new investors on May 14, 2004.
America's Small Cap Pioneer, today announced that the Wasatch Small Cap Value Fund (Ticker: WMCVX) and Wasatch Ultra Growth Fund (Ticker: WAMCX) will close to new investors effective December 31, 2002.
announced today that it plans to close its Small Cap Value II Fund to new investors at the close of business on Friday, December 28, 2001.