Investor profile
Investor A
- Capital dedicated for seven years
- Emergency reserve held separately
- Eight research hours available each month
- Predefined valuation and position-risk review rule
1.4Investment Foundations · Mission 1
When a Philosophy Fits the Investor
An investment idea reaches the portfolio when the investor can supply the time, liquidity, loss capacity, research, and behavior its mechanism requires.
Your mission
Compare one philosophy with two investor profiles, diagnose capacity shortfalls, rehearse difficult moments, and save a provisional investor-fit check.
20–22 minutesSix guided fit decisionsOne saved fit check
Guided lesson path
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OPS Guide
Investor–philosophy fit compares what a philosophy requires with what the investor can reliably supply. Begin with one value opportunity and two investors.
→Study the worked example, then identify the binding constraint.
Step 1 of 6 · Define
Match demands with capacity
Concept first
What is investor–philosophy fit?
Investor–philosophy fit is the match between what a philosophy requires and what the investor can reliably supply. The comparison includes time, liquidity, loss capacity, behavior, research resources, market access, costs, and account context.
Worked example · One value opportunity
The same $40 share, two different capital deadlines
Both investors estimate the recovered business at $60 per share. The value thesis may need three to five years, could experience a 35% temporary decline, and requires six hours of research each month.
Investor profile
Investor B
- Tuition payment due in 18 months
- Investment account may fund that payment
- One research hour available each month
- Existing portfolio concentrated in similar companies
How to read the example
The value mechanism has a three-to-five-year clock. Investor B has an 18-month cash deadline. That deadline is a binding constraint: it can force the capital out before the proposed price correction has time to occur.
Your decision
Which fact creates the clearest implementation mismatch for Investor B?
Study the worked example, then identify the binding constraint.
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