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