FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Our fund research process

Using our rigorous research process, we select managers we believe have a strong, competitive edge in their respective asset class or market. These managers typically have:

  • a proven ability to deliver strong and consistent performance
  • extensive industry expertise
  • proven their skills and success through a variety of market conditions
  • a strong understanding of the strengths and limitations of their approach
  • insight and conviction to invest for the long term.

This process is a continual one in which managers are constantly researched, selected and monitored. They can be replaced quickly if they do not meet our stringent research and management criteria.

So, who is involved in our fund research?

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