David and Lucile Packard Foundation
Investment Philosophy and Strategy
Question 1) What investment philosophy and strategy would you choose in order to best further the goals of the David and Lucile Packard Foundation?
Question 2) To what extent can your investment philosophy and strategy at the David and Lucile Packard Foundation differ from that of a manager of a for-profit fund or from that of an individual investor? Please explain your reasoning.
Include answers to the following:
a) Define an investment philosophy and strategy.
b) Analyze investment philosophies and strategies in terms of risk, time horizons, and market timing.
c) Compare and contrast investment philosophies of foundations, individuals, and for-profit funds.