Fund selection
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. Managers who meet these requirements provide portfolio details so that their investment style and risk characteristics can be analysed. This enables us to estimate the impact a fund might have on the overall risk and style bias of a portfolio. We meet all the potential fund managers to discuss in detail their investment process, portfolio construction techniques, strategy and overall investment style.
The team has further refined the selection process to reflect the wide and diverse requirements of Private clients and has identified across all asset classes a small and focused group of fund managers who share New Star's core principles and investment culture. By building strong long-term relationships with these managers, we are able to combine quantitative analysis with a strong qualitative overlay. These managers are selected to play a specific role in the portfolios and only by close monitoring can we ensure that they continue to play their part.
To suit the diverse needs of Private clients, we have created a series of investment strategies. These are designed to match the long-term investment objectives and risk appetites of most investors and they can be flexibly blended to match your particular requirements.
