Our process benefits from more than 20 years of manager selection experience which helps us find the great managers and funds of tomorrow. There is no substitute for this experience.
Our thematic approach means we need to pick managers who fit our themes. So, an assessment of thematic suitability is the first step in our investment process. We look for strong risk management and drawdown control in each manager’s process as well as proprietary investment systems, liquidity and transparency. We carry out extensive due diligence, covering the investment and operational aspects of each manager.
Since our early days in the 1990s, we have always had a preference to invest in smaller, younger managers. In our long experience, we have repeatedly found that these emerging managers offer better performance, better access and transparency, and better fees. Many with whom we have worked have gone on to build large and successful businesses with some even becoming household names. We share our specialist expertise in smaller managers with our clients on both a discretionary and advisory basis.Awards