investment philosophy

Also found in: Dictionary, Thesaurus, Medical, Legal, Encyclopedia.

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 ?
Draw up a written agreement on this investment philosophy.
Read Jim Oberweis' commentary about the first two principles of his investment philosophy, receive more information on the companies above and discover other stocks by clicking: http://at.
We are proud that our disciplined, earnings-driven investment philosophy has allowed us to earn this distinction" said Mitch Zacks a portfolio manager with Zacks Investment Management.
These incremental, green shifts forward in both profit and environmental gain are at the core of our investment philosophy.
Firms with a socially responsible investment philosophy will also be appreciative of this new content set.
In his new role, he will be responsible for continually enhancing the GFS investment process while leveraging the group's investment philosophy of targeting leading global companies with sustainable competitive advantages.

Full browser ?