Tag Archives: Investment philosophies

Jun, 24 2011

Finding Investing Returns

Demystifying Financial Products – Part 2: Practical Applications

An understanding of the differences between equities and fixed income securities is important as you plan an investment portfolio around specific financial objectives and think about how much risk you are willing to take on in pursuit of those objectives.

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Mar, 25 2011

Investing from 2000 to 2010: The ‘lost’ decade? Perhaps not!

Investing from 2000 to 2010: The ‘lost’ decade? Perhaps not!

Over the 11 years from 2000 to 2010, an investor in the benchmark S&P 500 index (an index which tracks the largest 500 US companies), achieved a total return of less than 4% including reinvested dividends. When inflation for this time period is considered, an investor had a -20% real return. Rued as the ‘lost decade’ from an investment perspective, this did not necessarily have to be the case. We explore how a simple set of diversified portfolios would have still put investors in the pound seats, even during this period.

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Dec, 7 2010

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Looking back on my investments for 2010: Would I have done anything differently?

Guest post: our contributor, Vered DeLeeuw, reflects on her investment portfolio for 2010 and assesses whether she is happy with the way she managed her portfolio, or whether she should have done anything differently.

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Sep, 24 2010

hand and pen

How fund managers make investment decisions

This post sheds some light on the different decisions managers make that have an effect on their performance. Of course no two managers are the same, but over time you find that a number of the activities we describe here are common staples employed by a wide range of managers who adhere to different investment philosophies, styles and approaches.

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Jun, 11 2010

A Practitioner’s Guide to Style Investing (2): Value and Growth

A Practitioner’s Guide to Style Investing (2): Value and Growth

Value and growth investing are two of the most widely used investment strategies. This article explains these strategies and highlights the difference between them by making use of an interesting handbag metaphor.

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