Investment Process Review


This document describes our approach to a thorough review of a firm’s investment process.


Investment philosophy plays a critical role in creating a winning performance record, while also serving as an excellent marketing tool. Despite the dual benefit of having a logical and compelling philosophy, most managers that we encounter do not articulate one. Instead we find statements that are more often marketing slogans or product positioning statements. In this paper we suggest strategies for creating a compelling investment philosophy.


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