Investment style

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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 ?
However, Creatura believes that this jittery environment makes a compelling case for investing in small-cap value stocks – particularly for risk-conscious investors seeking upside potential.
21 /PRNewswire/ -- Third Avenue Small-Cap Value Fund (TASCX) will close to new investors at the close of business on February 28, 2006, it was announced by David M.
Investors got their money's worth in small-cap value funds
JPMorganChase has added Eagle Global International Equity, Fox Asset Management Large-Cap Value and Small-Cap Value to their PMP platform.
He currently manages the Strong Advisor Small Cap Value Fund(i), the Class Z shares of which were ranked 4 out of 213 small-cap value funds (top 2%) as of December 31, 2000(ii) for the three years and since its inception (12-13-97), according to Lipper Inc.
The firm's tight focus on small-cap value product ($2 billion) and mid-cap value product ($1.
The company's mutual fund offerings, the Munder Funds, reflect Munder Capital's core investment strengths, including small-cap value and mid-cap core growth as well as a wider range of investment styles, asset classes and capitalizations.
The small-cap value portfolio posted an average annual return of 10.
NEW YORK, June 7 /PRNewswire/ -- Standard & Poor's today announced the latest group of Select Funds, identifying 19 funds with consistent superior performance and quality of management in the small-cap value category.
For example, one user might request the top small-cap value stocks, while another might wish to see the top large and mid-cap growth and value stocks.
Nasdaq: TROW) reopened its Small-Cap Value Fund to new investors effective today.
The remaining new funds are Wilmington Mid-Cap Core Fund, Wilmington Small-Cap Growth Fund, and Wilmington Small-Cap Value Fund.