Our philosophy is centred on the belief that qualitative research is the only way to truly understand a fund and therefore deliver insightful, forward-looking opinions on its future prospects.

We don’t ignore quantitative analysis, but it helps to support our understanding and judgement of a fund rather than drive the process. We also create our own tight peer groups to compare funds against those with similar objectives.

To understand more about our research process, please click on the relevant area of the website or download Our Research Philosophy and Approach document.