• Research Approach & Methodology
• Philosophy
• Process
• Categorisation
• Quantitative Analysis
• Data Sources

Philosophy

At OBSR we believe that by undertaking detailed and thorough qualitative research, informed by quantitative analysis, we are able to identify funds that are capable of fulfilling their objectives and therefore of meeting clients' expectations in the future. We believe that we are able to achieve this by gaining an in-depth understanding of each fund and in particular the investment philosophy that lies behind it, the environment in which it is managed, the effectiveness of the investment process and how risk is defined and managed.

There are many different, successful ways of managing funds. Our role is to enable our clients to understand these different approaches and to identify the best of each so that appropriate funds can be selected for their clients.