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investment philosophy

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Investment philosophy
The style and general ideology of investment practiced by an investor. Certain investors favor small-capitalization stocks, while others prefer large blue-chip stocks, for example.

investment philosophy
The investment ideology practiced by a professional money manager. For example, a portfolio manager may seek maximum capital gains at the expense of volatile and uncertain returns. An individual investor should choose a money manager with an investment philosophy that coincides with the individual's investment objectives.

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Caption: Kicking off the Young Men's Women's Real Estate Association's monthly luncheon series for 2007, Jonathon Yormak, chief operating officer of Broadway Real Estate Partners, spoke before a record crowd about his firm's investment philosophy, New York City assets and national portfolios, as well as his outlook for the year ahead.
Holley says the deal with such a high-profile client endorses his firm's investment philosophy and process and could go a long way in helping it win new clients.
Accountants should examine every trust, sitdown with beneficiaries and review the whole investment philosophy.
 
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