Our process begins by understanding the investment strategies that investors have the highest demand for and most difficulty in finding.
We subscribe to a number of databases to facilitate the initial screening process. However, our most valuable ideas are typically sourced from our network of industry contacts.
Once a number of prospects have been identified our research team focuses on a number of qualitative factors that we believe drive performance over the long-term.
Qualitative factors we seek:
- A sensible and explainable investment philosophy
- A detailed and methodical investment process; depth of research
- Proof of discipline in execution; attention to capacity constraints and institutional quality operations.
- Skin in the game- we only work with managers that have a significant proportion of their wealth invested in the strategy we want to distribute
Once a shortlist of investment firms has been identified, extensive due diligence is carried out on the firm and key individuals.
The investment committee, which is made up of three senior partners, must decide unanimously whether to approve a manager.