We wish to understand fully the fund manager’s investment strategy, history, infrastructure and risks.  Our broader knowledge of the Asia Pacific funds market is value added insight to help investors who are looking at the region.

Selected managers typically originate from either trusted referrals from our Asian network or dedicated research trips to meet managers in their local markets.

Irrespective of the source, the process of selecting a manager is unhurried and requires meeting/s with the manager on-the-ground as part of our due diligence process. As we begin to work with a manager, our interactions with their team increases culminating in prolonged periods with the portfolio managers on dedicated marketing trips.  This ‘back of the cab’ time provides us insight into managers’ personality and work ethic which is quite unique and helpful for our conviction.

Selected fund managers typically include the following characteristics:

• Investment teams who focus on performance – not asset gatherers.
• Investment teams in the geography of their focus.
• Personal investment alongside investors.

A thorough understanding is necessary for us to communicate strategy, risks and the manager’s business in a perspicuous manner to investors.

To help convey a manager and their strategy, we write research reports on fund managers where we feel it adds value, particularly in the lead up to roadshows.