Asset Manager Due Diligence and Selection Criteria

Great investment teams comprise those exceptional and rare individuals who can sustainably deliver excess returns through exceptional skill. We estimate that fewer than 15% of active asset managers across all asset classes achieve this. We do not simply “know one when we see one.” Great investors come in all forms, but there are patterns that repeat which we look for. We describe what we believe to be the best process for screening the vast universe of managers down to focusing on just the few that may become among value creating asset manager in the future.

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