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.

Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.

References in periodicals archive ?

Virtus Investment Partners offers access to a variety of investment styles across multiple disciplines to meet a wide array of investor needs.

Virtus Investment declares increase in Q2 common stock dividend to USD 0.67 per share

JetBlue (JBLU) upgraded to Buy from Neutral at Citi with analyst Kevin Crissey saying JetBlue has positive catalysts to support incremental buyers with a range of time horizons and investment styles. 4.

Fly Intel: Top five analyst upgrades

They also examine factor investing and the profitability of different investment styles. In a new study, they analyze the investment performance of nonfinancial assets such as housing, collectibles and precious metals.

Professors examine industrial transformation

As of 30 September, AMG's aggregate assets under management were approximately USD 619bn, pro forma for pending and closed investments, in more than 500 investment products across a range of investment styles, asset classes and distribution channels.

Affiliated Managers to Buy Stake in Ivory Investment Management

In contrast, bonds funds and real estate funds were the most consistent maintaining their investment styles.

S&P Smacks Down a Big Argument for Active Management

If not, have your consultant put together a fiduciary education meeting for the committee, to cover the topics of asset classes, investment styles, correlation, modern portfolio theory and generally accepted investment theories.

Investment Advice

Investment styles, processes, philosophy and strategies differ among AMCs and there is no one 'best' practice.

Beyond Returns

RELATED ARTICLE: 'A choice of investment styles at a reasonable price'.

Serving the underserved: Karen Ramsey wants to take care of investors who can't meet most other advisors' minimums

A sampling of topics: a positive theory of security market behavior, the parable of the money managers, major investment styles, mutual fund performance, the Sharpe ratio, investor wealth measures and expected return, and financial planning in fantasyland.

William F. Sharpe; selected works

It claims that the new suite of Beta Indices is simpler than the earlier version, but is also expanded to include more currency pairs and five common investment styles such as G10 Trend, G10 Carry, Emerging Market Trend, EM Carry, G10 Purchasing Power Parity.

CitiFX launches updated, expanded beta indices

Invest in six- seven funds of different investment styles and rest easy.

Other common fund mistakes

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