Manager Recommendations
We purchase databases that contain extensive return histories and/or narrative histories on literally thousands of managers, mutual funds, and hedge funds.
Keys to Manager Success
Investment discipline with a high probability of delivering superior results over the long term
Limited level of assets under management
Consistent investment disciplines
Experienced/Effective investment professionals
Stable/Productive ownership structure
Commitment to clients
How Is Our Manager Analysis Unique?
Consultants are Heavily Involved Throughout the Process
Analysts narrow the field of potential managers. Consultants decide who is included in client searches and meet with all prospective candidates before including them in a search.
Focus is on Keys to Success rather than Past Performance
Past performance is difficult to interpret as we can never be completely sure where we are in the performance cycle at any given point in time.
Visiting a Manager’s Office is an Essential Part of the Process
These visits, which always involve a consultant, allow us to meet with a variety of a firm’s investment professionals.
Patience is Essential
Using active investment managers is a difficult process in that even the best managers have periods of severe under-performance. When the manager is truly talented, it is imperative that investors remain patient when this occurs.