{"id":32,"date":"2019-12-12T00:26:02","date_gmt":"2019-12-12T00:26:02","guid":{"rendered":"http:\/\/straussresearch.com\/?page_id=32"},"modified":"2020-01-15T21:05:50","modified_gmt":"2020-01-15T21:05:50","slug":"investment-philosophy","status":"publish","type":"page","link":"https:\/\/straussresearch.com\/index.php\/investment-philosophy\/","title":{"rendered":"Investment Philosophy"},"content":{"rendered":"\t\t
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    \n
  • My investment career has been focused on portfolio strategy, analyzing the economy and financial markets from a top-down perspective, while using various databases and equity quant systems for stock selection, with an emphasis on growth stocks.

    <\/strong><\/li>\n<\/ul>\n

    <\/strong><\/p>\n

      \n
    • Based on years of investment experience, I believe the most effective way to make investment decisions is with a comprehensive research process, covering three broad areas:<\/u><\/strong><\/li>\n<\/ul>\n
        \n
      1. \n
          \n
        • Global macro events (political and economic developments)<\/strong><\/li>\n
        • Company fundamentals (earnings, earnings estimate revisions, etc.)<\/strong><\/li>\n
        • A technical overlay (a technical analysis component)

          <\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
            \n
          • By consistently monitoring developments in all these areas, we can view the whole mosaic of economic and market activity as events unfold<\/span>, and put together the pieces of the puzzle in a coordinated way.

            <\/strong><\/li>\n
          • This enables us to recognize situations in which it would be prudent to take action in portfolio management<\/span>, such as making changes regarding asset allocation, sector weights, and \/ or stock selection.<\/strong><\/li>\n<\/ul>\n
              \n
            • I have written a series of white papers showing examples of how this type of analysis can be very effective<\/span>.\u00a0

              <\/strong><\/li>\n
            • Please see the other sections of this blog for more detail.\u00a0 The section “Why Unique and Valuable<\/span>” contains further discussion of investment philosophy.

              <\/strong><\/li>\n
            • The <\/strong>section “Excerpts from White Papers<\/span>\u201d<\/strong> contains case studies of analyzing the market and making investment decisions.<\/strong><\/li>\n<\/ul>\n

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              My investment career has been focused on portfolio strategy, analyzing the economy and financial markets from a top-down perspective, while using various databases and equity quant systems for stock selection, with an emphasis on growth stocks. Based on years of investment experience, I believe the most effective way to make investment decisions is with a […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-32","page","type-page","status-publish","hentry"],"yoast_head":"\nInvestment Philosophy - 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