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