What Should an Effective Investment Strategy Contain?

Cuno Puempin, Heinrich Liechtenstein, Fariba Hashemi and Brian Hashemi
Additional contact information
Cuno Puempin: St. Gallen University
Heinrich Liechtenstein: University of Navarra
Fariba Hashemi: Swiss Federal Institute of Technology
Brian Hashemi: Salus Partners SA

Chapter Chapter 7 in The Empowered Investor, 2014, pp 97-111 from Palgrave Macmillan

Abstract: Abstract Our practical experience shows that a strategy should be kept as simple as possible while still including the following items: 1. The vision of the investor 2. The core competences the investor intends to build 3. The structure of the investment portfolio 4. Handling threats and risks 5. The networks the investor intends to build and use 6. Guidelines for cash and liquidity 7. Priorities for allocating the investor’s resources 8. The legal and tax structure.

Keywords: Real Estate; Core Competence; Investment Strategy; Hedge Fund; Asset Class (search for similar items in EconPapers)
Date: 2014
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Persistent link: https://EconPapers.repec.org/RePEc:pal:palchp:978-1-137-36687-0_7

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DOI: 10.1057/9781137366870_7

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