3 Evaluations of Real-life Investment Philosophy Statements

Last week, we proposed three criteria you can use to assess your investment philosophy statement:

  • It should be a statement of belief as opposed to process, objectives, etc.
  • It should avoid logical fallacies, such as non sequiturs and mythology presented as fact.
  • It should provide enough content about the philosophy itself to constitute a starting place for in-depth exploration.

How do these criteria work in the real world? We selected 3 investment philosophy statements from investment managers’ websites and put them to the test. Click on the link below to see how their philosophy statements stacked up against our criteria, including detailed questions evaluators might ask of each manager to better understand their statement.

Read Our Evaluations

This is the final blog post in a series of discussions we initiated about all things “investment philosophy.” Thank you for your attention.

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