Joseph Loman investment philosophy and manager selection.
6 April 2020
Given the current environment, our investment process is based on sound economic fundamentals and investing for the long term. To achieve this we follow a set of qualitative and quantitative factors when reviewing the best fund mangers around the globe. These include;
- Business Stability – This includes the ownership structure of the fund manager, equity participation and incentives.
- Investment Philosophy – Do the fund managers have an investment philosophy and Is their stock selection consistent with that philosophy?
- Investment approach – The process applied to affect the investment philosophy must be clear and appropriately resourced.
- Team Structure – What is the structure of their team, tenure, culture, qualifications and knowledge.
- Risk Management – Are systems in place and adequate to understand portfolio and business risk?
- Capacity – Can the manager continue to accept normal fund flows?
Conclusion:
Constructing a well balanced portfolio to achieve your long term goals is achieved when different scenarios are taken into account.
Feel free to reach out if you would like to review your current portfolio holdings, structure and asset allocation. Consistently reviewing your portfolio gives you a better chance to achieve your long term investment goals.