This broad range of US indexes allows investors to track current and historical market performance by specific size, investment style
and other market characteristics.
Wharton Equity Partners said that the Florida portfolio is emblematic of its investment style
as the firm was presented with the transaction from a REIT when another buyer dropped out of contract and moved quickly to acquire the assets in conjunction with a New York City hedge fund and property management firm.
"We seek to apply our approach consistently as - while an unemotional, valuationdriven philosophy will not always be in favour - over longer time periods this investment style
has generated exceptional returns.
Among all domestic equity funds tracked by S&P Dow Jones Indices, only 53% maintained a consistent investment style
over five years, and less than 35% did so over 10 years.
Is the charity exposed to a single investment style
of just one manager or firm?
Sustainable investing has some way to go before it becomes a mainstream investment style
, despite the fact that the negative future impact of the current economic approach on investments will be significant if the status quo remains unchanged.
Each mutual fund should represent either an asset class or an investment style
within an asset class.
By choosing an investment style
that is in sync with your financial situation and then choosing investments according to that style, you will increase your chances of reaching all your financial goals.
The 'how' encompasses a fund house's philosophy, its organisation structure, quality of people, processes, governance standards, investment style
, strategy and client servicing, among others.
Opera-loving Hughes has an estimated PS375m fortune and got his nickname from his aggressive investment style
Additionally, we discuss the investment style
options of active, passive or socially responsible investing (see sidebar on page 52).