• Harsh Patel, CFA

What is an Investment Methodology?


We get it - investing can be overwhelming. You're not alone!


There's so much information out there - making sense of it can be a very daunting task. With some perseverance, however, you'll find the mountains of data and information we have around us can be pulled together to paint a meaningful picture of the world, from which you could form a reasonable view of where the future is likely headed.


You could then use that as a basis on which to buy or sell specific investments!


There are a few main types of investment methodologies which professional investors (which you’ll soon be!) like to use when trying to make sense of the companies and broader world around them:

  • Active investing, which uses a variety of analytical techniques. The most common ones include: Technical analysis & Fundamental analysis

  • Factor based investing (which could also be seen as a form of semi-active investing)

  • Passive investing

Of course, there are many other types of methodologies and trading strategies, but most of them can be placed into one of the above “mainstream" buckets! What's more - using a combination of the above 3 investing techniques (depending on your financial objectives) can most definitely take you a long way!


Please know, the value of investments can go up as well as down and you may receive back less than your original investment, meaning, when investing your capital is at risk.

Disclaimer: At Evarvest we believe in making investing and investment education more accessible, but we don’t provide investment advice and individual investors should make their own decisions. While we try our best, we cannot ensure the accuracy of the information we provide.


This content is copyright protected by Evarvest Limited (12544579). Evarvest Limited refers to the Evarvest network and/or one or more of its subsidiaries, each of which is a separate legal entity. 

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