Face-to-face meetings with managers are essential to fully understand their investment approach, how they are likely to perform in different market conditions, and to build and retain conviction in their capabilities. With extensive and long-established industry contacts and relationships, we are able to secure regular, direct access to the industry’s leading investment professionals.
We meet not only the manager, but also all key individuals involved in the investment process – such as the Chief Investment Officer, team head, research analysts or risk managers – to ensure there is a consistent approach. All meetings are to our own agenda, rather than the manager’s usual presentation pack.
We maintain regular dialogue with all selected managers, and meet each one formally at least twice a year.