Our investment process

Once investments are selected for review the Investment Committee follows the process outlined below to either add the investment to client portfolios or decide it is not appropriate.

1. Economic & financial market assessment;

2. Idea generation: Identify themes & mispricing opportunities;

3. Fundamental research: Qualitative and quantitative analysis of idea;

4. Portfolio construction: Expression of idea i.e. individual security or Fund Manager / product;

5. Implementation, portfolio monitoring & risk management and

6. Review opportunity & fair value assessment: Sell if fair value or a better opportunity identified.