Process – What the manager actually does day to day to add value?


We look at how effectively the manager implements their stated philosophy in their client portfolios. In particular, we examine their practical approach to:

  • research
  • country allocation
  • industry sector selection
  • portfolio construction
  • implementation of strategies (e.g. thematic investing)
  • risk control.

We consider every stage of the process - from idea generation to risk control - in detail to fully understand all aspects. We are looking for discipline, repeatability and consistency with their philosophy.