Private clients » Building portfolios
The basic portfolio construction aims to bring together a range of funds that balance each other in terms of their characteristics and styles, ensuring that no one particular style is ever overly predominant. Even in the best fund management organisations, not all funds deliver best-of-breed performance all the time. It is, however, the mark of a star fund management company that many of its funds are towards the top of the performance league tables all the time. New Star's private client team aims to select the funds from this type of company.
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At New Star, we do not subscribe to a top-down house view or follow rigid templates, which are all too often highly prescriptive in dictating investment decisions. We do however, hold strong views about the global economy and financial markets. |
The team blends quantitative analysis of fund performance, risk and style with qualitative research to identify fund managers most likely to deliver long-term superior and consistent risk-adjusted returns. |