Most people don’t understand the difference between investment strategy, investment principles, and investment philosophy.
What is strategy?
“Strategy” is a word with many meanings. I simply define it as “the actions taken to achieve a specific objective under uncertainty.”
What is an investment strategy?
I guess you can already guess what I’m going to say next! Yes, we evaluate long-term investment strategies to understand a business. Some strategic questions we focus on include:
- What are your investment objectives?
- How do you achieve your investment needs?
- How do you differentiate yourself from other investors?
- How do you allocate funds?
- What is your capital structure?
- Why is it designed this way?
- What is your return on investment?

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