Investment style

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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 style.

Investment style refers to the approach that investors, including professional money managers, take in selecting individual investments and assembling portfolios as they seek to achieve their investment goals.

For example, a mutual fund that is focused on small-cap stocks might seek long-term capital appreciation by choosing aggressive growth stocks. Another small-cap fund with the same objective might build a portfolio of underpriced value stocks.

Evaluating a fund's investment style -- which is typically described as aggressive, moderate, conservative, or contrarian -- is an important consideration in choosing among mutual funds and ETFs. You'll want to be sure that any fund you purchase is compatible with your individual risk tolerance.

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.
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.
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.
Natixis Global Asset Management currently has over 2 0 affiliates, each of which concentrate s on the investment styles and disciplines in which they have proven expertise.
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.
In contrast, bonds funds and real estate funds were the most consistent maintaining their investment styles.
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 styles, processes, philosophy and strategies differ among AMCs and there is no one 'best' practice.
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.
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.
Invest in six- seven funds of different investment styles and rest easy.

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