Specialist Boutique Value Theme (SB&VT)

What is it?
A carefully selected portfolio of skill-based and value managers constructed by GPCA's research team to lower risk and increase return of an Australian and International Equity portfolio.

Criteria
Fund Managers

  • That have considerable experience in working with one of the large institutions
  • Who had outstanding investment performance at their employed institution
  • Who have established their own funds management company, focusing on performance and not Funds Under Management
  • Who are specialists in their area
  • Whose performance is in the three-year top quartile
  • Who retain key people in the investment decision making processes
  • Whose "Funds Under Management" does not exceed a set threshold
  • Who are consistent and "true to label" with their investment strategy, whether it be Specialist Boutique or Value

© Garnaut Private Client Advisers Pty Ltd 2009
ACN 097 860 574 AFSL. 238326
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