How many investments do you think an analyst should cover at any point in time?

In Step 02 of our six step investment process, we apply a “best effort into best ideas” philosophy and will therefore, by definition, not have a ranking table of stocks. We have various screens and data visualisation tools to highlight potential investment ideas. A key objective of our process is to find enough good ideas to […]

Portfolio Construction (Steps 04 and 05)

Once a particular investment idea has been approved by our portfolio management team it is then considered for inclusion into the relevant funds. This is the start of Portfolio Construction which is the 4th step of our investment process. Rob Spanjaard has final responsibility for the construction of the portfolios. We do not believe investment decisions through an investment committee is an effective method to implement decisions.