T Bailey

Investment Process

Step 4. Fund selection: Qualitative analysis - detail

Review of focus list:

  • Research of fund literature.
  • Questionnaires.
  • Meetings with manager.

Key criteria:

  • performance - strong and consistent long-term performance?
  • process - clear, repeatable, understandable investment process?
  • people - experienced and committed manager in an investment house with a stable long-term ownership?


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