Sentences with phrase «investment philosophy as»

The value investment philosophy as first described by Benjamin Graham identified targets by their discount to liquidation value.

Follow the Leaders: Here, you try to spot super investors with the same investment philosophy as yourself, and then track their trades.

You want to find an advisor you are comfortable with, who you trust, and has a similar investment philosophy as you.

For his part, Vid Ponnapalli, CFP and founder of Unique Financial Advisors, explains investment philosophy as a set of guiding principles underlying the process of choosing appropriate investments for a given situation.

Not exact matches

«Because of our emphasis on the long - term, we may make decisions and weigh tradeoffs differently than some companies... We will continue to make investment decisions in light of long - term market leadership considerations rather than short - term profitability considerations or short - term Wall Street reactions... We aren't so bold as to claim that the above is the «right» investment philosophy, but it's ours, and we would be remiss if we weren't clear in the approach we have taken and will continue to take.»

As an active owner of both public and private companies, CPPIB already lives its long - term investment philosophy, notes Winslow.

His investment philosophies, introduced almost forty years ago, are not only studied and applied by today's financiers and investors, but are also regarded by many as gospel.

Though Warren Buffett has long championed dividend stocks as part of his investment philosophy, when it comes to his own company, Berkshire Hathaway (brk - a), the investor has been loath to pay dividends.

As Buffett has shared in a video clip, the book changed not only his investment philosophy but also the course of his life.

But he also would tell you to be consistent, focused, vigilant, and patiently looking to invest in yourself as well as other opportunities that will stand the test of time and stick to your investment philosophy through thick and thin.

In reality, however they are pretty simple in their investment philosophy and offer the investor a host of benefits such as diversification, professional money management, economies of scale, transparency, liquidity to mention a few.

As you can see, 1 and 2 are directly related to the value investment philosophy developed by Graham and taught in Security Analysis.

Security Analysis had such an impact on me that it was featured as one of Three Books That Shaped My Investment Philosophy.

As the Chief Investment Officer, Jon directs and monitors DT Investment Partner's investment philosophy and Investment Officer, Jon directs and monitors DT Investment Partner's investment philosophy and Investment Partner's investment philosophy and investment philosophy and processes.

As an investor who studies in great detail the strategies and investment philosophies of the great value investors, I have always been intrigued by the debate of value vs. growth.

A «hard - money» philosophy thus has led Russia to pay vast sums of interest to the world's investment bankers for the privilege of printing currency that it could just as well do for itself.

No such thing as one size fits all,» says Kirzner, also an advisor to Canadian robo - advisor firm Wealthsimple, which invests clients» money in a range of ETFs using the same investment philosophy.

Buffet is quoted as saying three books have shaped his investment philosophy.

Roger Fan, the CIO and founder of RF Capital Management, llc., shares his investment philosophy, definition of risk, value traps, and experience as a fund manager and entrepreneur.

As part of the portfolio team, he participates in Skagen's value based investment philosophy and caries out analysis of companies and industries.

Taking a longer - term approach to talent resource development is just as important to the investor as it is to the client: It is hard to conceive of people making sound investment judgments over longer time - frames if investors themselves are not being evaluated and mentored with the same long term philosophy.

As portfolio managers and large shareholders of the Fund, we're not satisfied with losses, but we remain confident in our time - tested philosophy, investment process and research team.

In this role, Mr. Rahman serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team.

The introduction of biodynamic, organic and sustainable philosophies, as well as sorting machines, new wineries with the latest machinery and gravitational flow system and barrels, illustrate a very long view of the market and investment.

As with any investment, there are ups and downs, but SportsInsights» contrarian philosophy for sports investing has proven to add value for our members:

Arulogun maintained that the road will boost both intra and intercity transport links, improve trade, drastically reduce intercity transport connection, encourage trade and investment as well as to generally bring about better socio - economic development to the citizenry, noting that this is in line with the Governor Abiola Ajimobi's philosophy to decongest traffic at all entrances and exits to the state as part of the massive infrastructural development going on in the state.

We propose that studies using a reductionist philosophy to identify active components of whole foods, such as lycopene or sulforaphane, should continue, but with additional investments in research focusing on changes in dietary pattern incorporating whole foods which are safe and potentially more effective.

Reflecting the twobirds Bridesmaid philosophy to offer styling that lasts beyond the wedding day itself, the fashion inspired shoes have been designed as an investment piece to enable bridesmaids to wear them time and again.»

It all comes down to value investing, as I wrote about in my post Three Books That Have Shaped My Investment Philosophy.

As more time passes and you gain experience, how has your investment philosophy changed over time?

In reality, however they are pretty simple in their investment philosophy and offer the investor a host of benefits such as diversification, professional money management, economies of scale, transparency, liquidity to mention a few.

If you've read my blog post Three Books That Have Shaped My Investment Philosophy, then you will know that I practice a particular type of investing known as value investing.

Hear Randy Swan, Founder and Lead PM of Swan Global Investments, discuss his background and the founding of our the company in 1997, as well as, the philosophy and process behind our distinct, hedged - equity investment approach called the Defined Risk Strategy (DRS).

Explaining your investment philosophy was a good way to get her thinking about alternatives, but as someone she came to for advice, I believe you have an obligation to do more.

I do believe one of the reasons Buffett and Munger extol a «buy and sit on your a **» investment philosophy is because of the benefit of deferring capital gains tax as long as possible.

Hedge Funds, and most famously Warren Buffett of Berkshire Hathaway, typically write pieces referred to as their investors» «Owner Manuals», which outline their investment philosophy and set expectations for their investors.

As I said, most of the book revolves around the fundamentals of interpreting financial statements (again, hence the title), but there are a few spots where Graham hints at his underlying investment philosophy, which he covers in his other two books.

As you can see, 1 and 2 are directly related to the value investment philosophy developed by Graham and taught in Security Analysis.

Twelve leaders from the world of value investing will share their investment philosophy and discuss at least one investing idea each, so that attendees will gain insight into both the due diligence process as well as gain interesting investment cases.

As I wrote in my post Three Books That Have Shaped my Investment Philosophy, I am a value investor.

Buffalo Funds portfolio manager Elizabeth Jones, MD, CFA, was recently interviewed by The Wall Street Transcript, where she discusses how her background in health care as a practicing physician helps contribute to her investment philosophy and approach with the Buffalo Discovery Fund and Large Cap Fund.

I do not consider currency fluctuations while making investment decisions as no one can predict; evaluating fundamentals of a company remain the cornerstone of my investing philosophy.

Looking beyond the story telling that characterizes various investment philosophies, the long - term return drivers of many complex smart beta strategies are tilts toward well - known factor / style exposures, such as value, size, and low volatility.

It reflects a consistent, industry - leading focus on fundholders, and thus, we are raising its Corporate Culture grade to an A from a B. Dimensional's investment philosophy is based on the idea that market prices reflect all publicly available information — commonly known as market efficiency.

FMF: What do you think of index funds as investments (and the general index fund philosophy advocated by John Bogle)?

His growth stock investment philosophy was unprecedented as well.

As I become more mature (translate: gotten older), my investment philosophy has slowly evolved into a more conservative posture.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

Investment philosophy based on risk allocation rather than asset allocation, as portfolio construction focused on risk allocation, as opposed to asset allocation.

At Validea, we use an investment approach that draws from both active and passive strategies through stock screening models we constructed based on the philosophies of such investing greats as Benjamin Graham and Warren Buffett, among others.