Research

Our research and due diligence process seeks to uncover and evaluate a wide variety of investment managers’ characteristics:

• Organization
• Personnel
• Investment Philosophy
• Investment Research
• Portfolio Management
• Trade Execution
• Back Office Functions

We dig far deeper than merely analyzing historical performance and conducting background checks. We seek to understand the way managers think about their firms, their markets, investing, their client base, and their portfolios, all in order to assess not only investment skill, but also character and motivation. These help us determine not only whether a manager has a competitive advantage, but whether that advantage will be sustainable for the benefit of our clients.