When uncertainty roils markets, as is the case right now, it is natural for investors to get knocked off balance, a when off-balance, to make investment decisions that they often regret later. It is during those times that it helps to have a core set of beliefs about markets, and an investment philosophy that reflects those beliefs. You may not be able to mend the damage to your portfolio, but it will help you find balance again and make sense of the noise around you. As an investor, my investment philosophy has been a work-in-progress, but I have had an interest in how the investors around me develop their philosophies, and why differences persist. That interest was precipitated by a seminar class that I organized for NYU Stern MBAs in…