Excellence through due diligence
We take a multi-faceted approach to selecting your investment managers, combining both quantitative and qualitative analysis to evaluate the four P’s of manager due diligence.
Performance is the cornerstone of our due diligence process, acting as the investment manager’s report card. We assess managers based on long-term, absolute, cumulative, and risk-adjusted returns, looking to narrow down the field to those who consistently deliver strong results. This data-driven approach seeks to ensure that your investments are managed by those who have a proven track record of success.
A clear, well-defined investment philosophy drives decision-making and must align with the long-term goals of your strategy. We prioritize philosophies that offer consistency and adaptability through various business cycles, with a focus on sustainable success. This seeks to ensure that your managers’ approach remains sound and relevant, even in shifting market conditions.
The process through which a manager implements their philosophy is critical to success. We evaluate investment processes with the objective that they not only align with the philosophy but also support the economic viability of the strategy. The goal is to find solutions that have a structured, repeatable approach that maximizes potential and aligns with your long-term objectives.
