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

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 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.
References in periodicals archive ?
The transaction brings together two real estate managers with strong track records and complementary investment philosophies.
The transaction brings together two real estate managers with strong track records and complementary investment philosophies. Founded in 1999 and headquartered in New York City, RCG Longview provides debt capital solutions for owners and operators of real estate.
The transaction brings together two highly experienced and tenured midstream energy pioneers with strong track records and complementary investment philosophies anchored in fundamental research.
The funds' investment philosophies and processes will remain the same.
R.Seetharaman highlighted the importance of investment management and investment philosophies. He said "Increase in Global assets under management by 10% in 2010 to reach a record of US$79.3 trillion has made investment management critical for both individuals and organisations.
In these letters, Buffett thoroughly discusses his investment philosophies and beliefs.
Talking about investment philosophies is important for couples early on, particularly for those with dual incomes and high salaries.
The transaction brings together two midstream energy pioneers with strong track records and complementary investment philosophies anchored in fundamental research.
During the past decade, many CPA firms have created fee-only registered investment adviser (RIA) affiliates in their firms or outsourced the function to RIA specialists, building the assets under their management by cultivating investment philosophies that appeal to high-net-worth clients.
The acquisition combines two UK focussed asset managers with aligned investment philosophies, and enhances the investment expertise and depth in Gresham House's existing Strategic Equity team.
Also, as fund families have different investment philosophies and areas of expertise, they can include the top performers in each investment category.
By suggesting consistent investment in mutual funds that concentrate on various areas of the market or that have different investment philosophies (such as growth or value funds), CPAs may be able to help clients build a portfolio that reduces volatility while maintaining appreciation potential.

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