Monitoring and Ongoing Research
We maintain connections and conversations with the management teams where you are invested, and monitor both these and additional funds for ongoing performance analysis and selection. Our Investment Committee meets regularly and reviews investment models, fund information, analysis and performance, the macro economy and other matters. Feedback on the economy and on the market environment from the management teams themselves prompts and challenges our own investment thinking, so clients benefit from ongoing intelligent input from the teams that have philosophies aligned with ours.