We meet with hundreds of investment managers per year for the purpose of sourcing, researching, and monitoring the finest managers on behalf of our clients.
We aim to identify investment management firms who can deliver long-term value to our clients and who share the common interest of serving our clients with the highest ethical and professional standards.
Our due diligence process is comprehensive and rigorous, with multiple stages of review and analysis.
We take pride in our strong due diligence process; all of our recommendations are thoughtful and well researched.
Click below to register for our upcoming virtual Emerging & Diverse Manager Research Days on October 21-22