Manager Selection - SYm|mETRY

We choose our managers very carefully - whether they are specialists who work independently, or professionals with a niche area of expertise within a bigger asset manager. These selections are done based on extensive manager research among a universe of approximately 100 asset managers.

Extensive manager research | Optimal manager selection

We look for:

Talented fund managers - with the psychological make-up to go against the herd when needed.
A clear and understandable investment philosophy and process that has been applied consistently over different market cycles.
Direct accountability and simple decision making structures.

And believe:

Strategies that avoid permanent loss of capital deliver the best long-term returns.
Valuation based strategies provide the best environment in which to generate out-performance.
Unconstrained investing has the highest probability of delivering greater outperformance in the long term.
Skill is a function of both good stock selection and astute portfolio construction (risk management).
A longer time horizon provides a greater opportunity for out-performance.
A culture of excellence is an important driver of good processes and returns.
Independent, owner-managed business are preferred.