Case Study: Investment Philosophy and Strategy
The David and Lucile Packard Foundation is one of the most active private non-profits in the United States. It is also among the wealthiest foundations in the United States as seen from how it has exhibited profound progress since it was started. It has excelled both in the accumulation of revenue assets and diversifying its activities. The foundation is a not for profit organization. This means that the organization’s sense of achievement is in funding firms, which make significant findings that can help to change the world to a better place. During formation, the foundation’s primary objective was to fund research in science and Engineering. Over the years, the foundation has increased its mandate by conservation of the financing efforts, population research and development, and communities (The David Lucile & Packard Foundation, 2017).
The organization achieves these goals through an outlined management structure. However, the organization also experiences various challenges in the course of their operations. It is clear that the organization provides charity contributions to research. It also funds individuals with the potential to pursue knowledge that can be used to promote scientific development and environmental conservation. Therefore, the foundation faces the primary challenge of identifying the reliability of its investments. Many individuals and companies apply for funding from the foundation. It is likely to waste numerous resources if it invests in the wrong people and companies (The David Lucile & Packard Foundation, 2017). The foundation, therefore, relies on its investment management practices to ensure that all its investments are in support of initiatives that are vital for sustainability and innovation. To achieve this, it is critical for the foundation to adopt an effective investment philosophy. They could use this philosophy to assess their investments, and determine whether the prospective outcomes reflect the objectives of the company. This paper will address the use of Fundamental analysis philosophy by the foundation to determine its investment practices.
Fundamental analysis is an investment philosophy that focuses on the stock and securities in which a company intends to invest. The philosophy advocates for a procedural strategy in the evaluation of investment options. It deduces that a company must first identify investment...
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