We use quantitative analysis to support rather than inform our understanding and decision-making. Unlike many of our competitors, we always compare the results against a fund’s stated objective and other similar funds rather than broader industry created peer groups.

In addition to analysing published fund performance data, we also use our own proprietary systems to analyse portfolios at the stock level. This provides useful information for our regular face-to-face meetings with fund managers.

For more information please click here to download Our Research Philosophy and Approach document.