Preservation of capital is key – risk equates to permanent impairment of client’s capital
Individuals, not institutions, drive superior investment decisions – focus on high quality investment professionals
Full transparency is essential to draw meaningful conclusions
Embrace long term, bottom up driven fundamental investment strategies, avoid short term fads
Behavioural, not only investment considerations influence investment outcomes
Investment manager/strategy appraisals must be evidence based – take nothing at face value
No clients are identical and therefore customised investment advice is paramount
Our approach to manager research and monitoring has evolved over four decades and given rise to an unparalleled investment manager intelligence base and a unique insight into the "DNA" of genuinely active managers who can make a real difference for our clients. Our ongoing manager assessment reflects our views on their future potential, not simply past performance.
For approximately 20 years our manager assessment has included behavioural analysis alongside our detailed investment analysis. Our qualified psychologists provide a unique insight into the investment managers that goes far beyond their investment credentials.
We help clients articulate and define their investment strategies and risk appetites. We provide customised solutions for pension funds, wealth managers and other institutional investors.
Our clients take great comfort that we are continuously monitoring their investment managers and flagging material issues whenever appropriate. We take time and care to ensure that our clients have sufficient management information available to fulfil their fiduciary obligations. We do not simply report on the past, we opine on the future, using evidence-based reports to support our opinions. We like to be accountable for our advice and we are happy to align our remuneration with our clients’ results.