We focus on a limited number of funds, as we reward quality rather than quantity in our selection.
We conduct a full market review including competitor analysis, product review, communication, audit, investor, consultant and adviser interviews, as well as sales analysis.
Our aim is to understand the strategy, the investment process and the risks for each fund.
We have high due diligence standards, as we are fully aware of the importance of full transparency.
We maintain a very close contact with the funds’ managements in order to monitor the performance and suggest improvements to the product accordingly to our clients' feedbacks.
We select funds that have very specific characteristics:
• Steady outperformance versus markets and peers
• Limited volatility
• No black-box
• Strategy not replicable by ETF’s
• Minimum 6 years of track record