Manager research

Over the years we have witnessed a remarkable trend towards consensus performance within the investment management industry. This has resulted in the near extinction of genuine investment ability amongst traditional managers in favour of mediocrity and a focus upon damage limitation.

Our continuous manager research programme concentrates on identifying individuals around the world of outstanding professional calibre who have demonstrated an ability to consistently apply a clearly defined investment discipline and who are prepared to express their investment conviction in their portfolios. These individuals must have a passion for investing and operate within an environment that cultivates rather than stifles their talent. Our assessment includes a detailed quantitative analysis of relevant portfolio characteristics, combined with a qualitative review examining the managers’ fundamental investment philosophy and decision-making process.

We are acutely aware that people, not institutions, make investment decisions and therefore we direct our manager research effort on identifying exceptionally talented and experienced individuals. Access to such people at all times is critical for us to enable our clients to achieve their investment objectives.

• We are acutely aware that people, not institutions, make investment decisions and therefore we direct our manager research effort on indentifying exceptionally talented and experienced individuals.