I run and help run two portfolios, and over the years I've done this, I've developed an approach that helps me adapt to the market. Below, I share how this style developed, the bigger picture, my seven principles and how my approach, and I, have changed.At work, I help run a portfolio that is composed entirely of financial stocks. I'm the insurance guy, so I recommend long and short ideas to the team in the insurance industries, and then help out with asset managers, brokers and other companies in the capital markets space. Beyond that, my years as a bond manager allow me to aid the group in interpreting the world of fixed-income investing, which is useful when trying to interpret the strategies that financial companies employ. I also use this strategy on the stock portion of the two in-house accounts I manage, and I use a variation of it in my insurance investing, which I describe in my insurance investing pieces that I provide at the end of this column.