Recent Updates

• Unit Classes and Fees August 31, 2021
• What sets your philosophy apart from your peers? September 28, 2017
• Do you have a minimum number of holdings? August 8, 2016
• Are managers required to expose their own personal capital to the fund? August 8, 2016
• Could you please provide clarity around your method to understand the extent of the opportunity, rather than to rely on the instrinsic value? January 28, 2016
• To what extent are Rob’s skills transferred onto the wider team? January 28, 2016
• Professional Indemnity September 25, 2015
• Statutory Licences and Documentation July 23, 2015
• Do you employ a strategic or tactical asset allocation approach to your research? July 16, 2015
• No Key Client Risk June 24, 2015
• How many investments do you think an analyst should cover at any point in time? June 11, 2015
• Audit Committee June 8, 2015
• Socially Responsible Investing May 25, 2015
• Operational Flow Diagrams May 20, 2015