Salvo Processes

Managers Selection

QUANTITATIVE PROCESS

Screen all unit trust managers
Construct a watch list

QUALITATIVE PROCESS

Screen all unit trust managers
Construct a watch list

PORTFOLIO CONSTRUCTION

Capture uncorrelated skills and strategies in on portfolio
Aim deliver consistent risk adjusted returns

Management of Managers

TELECOM MEETINGS

One meeting per manager every 60 days

RESEARCH, READING, COMMUNICATION

Read all manager commentaries
Read relevant research
Communication to clients on a monthly basis
Apply Mosaic theory

ONSITE VISITS

Annual onsite visits to managers and potential managers
Third party manager research as reference point for our own research and meeting notes