The Right Investment Course
We have particular criteria when identifying suitable investment funds. We look for:
- Well Rated and Well Resourced institutional funds. Some funds we identify have many hundreds of millions of Euro under management
- Niche Player fund managers who have expertise and track record in specific sectors
- Predominantly liquid funds. Investors may have cash calls and may want to invest while retaining easy access
- A variety of fund managers to offer choice and diversity. Not all managers in each asset class have similar styles. We seek to blend them, avoiding correlation, providing balance within portfolios.
- Clear Investment Rationale. The funds we chose need to have a clear place in our portfolios