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FOR FINANCIAL ADVISERS ONLY
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FAQ

Question:

Philosophy – The manager’s approach to value generation

Answer:

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.

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