Because the team are unlimited in their scope and are able to access investments from the entire fund universe, they uphold a very strict screening, selection and monitoring process. This approach goes further than financial analytics alone to look for Fund Managers that are well placed to deliver attractive long-term returns relative to the amount of risk that they take. Beyond traditional analysis, our research process ensures a deep understanding of the management of each fund, their investment style and strategy, remuneration and incentive structure, in addition to the details of the underlying portfolio. We closely monitor and maintain ongoing contact with the fund managers, ensuring any changes to management or indications of a change in style can be quickly identified and addressed where necessary. We regularly host leading managers at our Mayfair Branch, our latest of which you can watch here.