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20 killer questions fund selectors ask asset managers

We asked our Top 100 what killer question they ask fund managers and they delivered. Here are the top 20.

‘What's the worst investment you have had over the last year, what have you learned from it and how have you acted on it in your portfolio?’

Thomas Becket, Psigma

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‘What's the worst investment you have had over the last year, what have you learned from it and how have you acted on it in your portfolio?’

Thomas Becket, Psigma

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‘What has been the worst mistake you made in the last six months, what steps were taken and what did you learn from this?’

Derek Beatty, Julius Baer

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‘How much of your own money is invested in your fund?’

Adil Alaoui, Sarasin & Partners

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‘Why should I buy your fund and not go passive?’

Lydia Brook, LGT Vestra

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‘When do you admit you have made a mistake?’

Simon Brett, Parmenion Capital Partners

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'What would you sacrifice first, investment performance or investment principles?’

Ross Brookes, Charles Stanley

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‘If you could change your allocation in your fund without penalty, what would you buy/sell?’

Oliver Creasey, Quilter Cheviot

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‘What would you do differently if you could start the year afresh?’

Peter Dalgliesh, Parmenion Capital Partners

 

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‘Who/what experience has shaped your investment philosophy and process the most?’

Alastair Dean, Stonehage Fleming

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‘What are the structural inefficiencies you're looking for, why will they continue to exist, and why are you better placed than the average fund manager to exploit them?’

Harry Driscoll, Tilney

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‘What mistakes have you made and how have these affected your process?’

Paul Hookway, SG Kleinwort Hambros

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‘Which manager would you select to manage your money (and it can't be yourself).’

Simon Nicholas, Brown Shipley

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‘When would you expect your strategy to perform extremely bad and under what market conditions? The majority of the managers asked either avoid answering this question or don't provide a comprehensive answer.’

Georgios Nikolaou, Thomas Miller Investment

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‘Name one improvement you have made to your investment process recently and why wasn't this incorporated at an earlier stage?’

Justin Oliver, Canaccord Genuity Wealth Management

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‘How is the fund manager remunerated? Is it based on the performance of the fund or assets under management? This is targeted at active fund managers and not passive providers. The answer also helps us to risk profile a fund.’

Alasdair Pike, JM Finn

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‘What's the worst possible macro/trading environment for your strategy?’

Paulo Santos, Cazenove Capital

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‘How has an investing or personal failure (or apparent failure) contributed to a later success?’

Patrick Thomas, Canaccord Genuity Wealth Management

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'Is the ‘quality’ premia still harvestable and what value do you attach to it?'

Adam Carruthers, Charles Stanley 

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'Getting them to explain what their edge is against talented peers. Understanding what a manager is doing differently to the market and how repeatable it is, is crucial to forming a view on whether they are able to consistently generate alpha.'

Tristan Dolphin, Stonehage Fleming

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'This is not how fund research works. The reality is far more mundane. Getting an understanding of who is managing the money, what their philosophy is, their process, and how this has impacted performance, all of this takes time. It's not Nixon/Frost.'

James Davies, Close Brothers

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