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The four key components of our research process
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We look for evidence to test and cross check our understanding of the manager’s approach and assess whether the manager is skilful or just lucky. This is not about simply looking at past performance, which in itself is not a guide to future performance, but looking for all sorts of evidence to understand the manager’s historic approach and future investment strategy and includes in-depth analysis of:
We publish a summary of our research opinions on all selected managers to provide due diligence support to advisers and our clients. You can find these here.
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.
We look at how effectively the manager implements their stated philosophy in their client portfolios. In particular, we examine their practical approach to:
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.
This is about how the manager is seeking to add value. It is not a simple description of philosophy in conventional terms – by growth or value for example. Instead, we are looking for a clearly defined philosophy explaining how their market is inefficient and how they seek to exploit those inefficiencies to add value, together with evidence that it works. We also ensure that the philosophy is suited to the manager’s experience and skill set.
Read on to learn about our fund research process.
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