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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.
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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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