People – Are they sufficiently skilled to implement the philosophy?


We are looking for skilled individuals and teams who not only understand investment theory but also understand the real world dynamics of the markets in which they operate. We are also looking for the right ‘soft’ qualities to excel in their role, to learn and develop as the world changes, and to get the most out of the resources at hand.

We are interested in all people that have an impact on the portfolio, not just the lead portfolio manager. Organisational issues are considered here, as the environment in which the manager operates must encourage effective portfolio management. Our research will also examine the potential impact of any team or organisational changes on performance.