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Trading and Money Management in a Student-Managed Portfolio by Jason Greene, Brian Bruce

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Chapter 1

Investment Philosophy and Process

The investment philosophy and process combine to define the investment approach of the investor or investment organization. Together, the investment philosophy and process provide a framework in which to understand markets and select investments. Without these, the entire endeavor is ad hoc. In short, the investment philosophy provides the why and the investment process provides the how with regard to an investment organization’s approach to investing. The investment philosophy and process are critical elements in providing for consistency through time in a student-managed investment fund. This chapter describes the key elements of investment philosophy and process statements and provides examples from ...

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