A multi-manager team rarely operates the same processes across its various portfolios and, according to Paul Ilott, managing director of Scopic Research, knowing this can help you avoid some unwanted surprises.
It is well worth the extra effort, in my view, to research the broader suite of portfolios run by a particular multi-manager team rather than to concentrate solely on the one portfolio in which you have special interest. Firstly, it enables you to uncover things about your target portfolio that you might otherwise have missed and, secondly, it can have the affect of altering your view on it. If you take a Venn diagram approach as I do, and consider that a multi-manager team must concentrate more of its time to researching the types of investment where there is greatest overlap between...
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