We believe it is important to understand the manager’s philosophy, culture, expertise and investment process. Our active satellite managers are chosen based on their proven track record, true to label and ability to provide long-term risk-adjusted returns above their benchmark.
We use third party research house to identify candiates for inclusions in client’s portfolios. For every manager we establish measures of success and time period for which the manager will be evaluated. We regularly review the performance of managers to ensure they are still suitable for inclusions in client’s portfolios and where we identify a better option, we will implement it within the portfolios.
I am grateful for his care and professionalism. Knowing that my superannuation and investment portfolio is continually under
his watchful eye has removed the stress and allowed me get on with work and life, which is worth a great deal to me.
Debbie. S Dee Why