We believe that a successful investment strategy requires in-depth research. Our analysts produce both qualitative and quantitative research to the fund managers in order to build a complete picture.

Qualitative research takes time and skilled judgement, where experience is vital. We believe that when making an investment on behalf of clients, research needs to be thorough and requires a deep understanding of not just past performance, but the investment process and controls.

Our research is designed to understand the management, processes, compliance, costs and the drivers of performance rather than just performance itself.

The following example is provided for information only. Research notes are based on the author’s opinion and do not represent investment advice.

Click on the links below to view an example of our research note and the RFI supporting the note.

Research Note