Bottom-Up Investing
Bottom-up investing is an investment strategy where an investor focuses on analysing individual stocks and not the industry it’s in or the general economic condition. This is due to the notion that an individual stock or industry can do well despite whatever’s going on in the general economy.
Institutions generally are better positioned to do bottom-up investing as they can have one analyst focus on just one industry. The individual investor can also do bottom-up investing if he focuses on companies he is familiar with and researches them deeply. Peter Lynch jokes about how doctors buy oil stocks and oilmen buy medical stocks, but there’s a grain of truth in it.
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