Welcome to the first edition of our Clarity newsletter. The newsletter focuses on Fundhouse’s fund manager research and shares certain insights gained over the last eleven years of ...
19
Sep
2019
Our Research Journey
What happens when asset management experience mixes with a principled desire to support investors? Our fund research approach started with these two characteristics, and has grown to ...
19
Sep
2019
Behind the Marketing Message
We operate in an industry dominated by marketing. You only need to consider the adverts in the middle of your favourite TV series or at half time of the Springbok test match on the ...
19
Sep
2019
Beauty is in the eye of the beholder
There are various approaches adopted by asset managers around the world to manage a global equity portfolio. No one style works all the time and there are excellent Quality, Value and ...
19
Sep
2019
Is Cashflow Yield a Good Indicator of Future Returns?
Asset allocators rely on a variety of inputs to make decisions when allocating capital. A key type of input comes in the form of ratios. These are measures which create standardised ...
19
Sep
2019
Portfolio Management and the Layers of Decision Making
Financial planning sits at the core of an investor’s financial journey and dictates the critical path investors need to take. Our role is to ensure that once a path has been chosen, ...
8
May
2017
The Folly of Forecasting
We have evaluated well over 50 individual multi asset strategies in the past year. What seems to be quite consistent across many of them over long periods is the limited evidence for ...
12
Oct
2015
Three Steps To Modernise Your Marketing
We recently held some discussion sessions around the country with some of you on marketing and communication practices in and around your business. The feedback we got from the session ...
29
Sep
2015
What does a Fundhouse rating actually mean?
We have been researching and analysing funds globally for 7 years now and have rated over 150 local and 250 offshore funds. Advisers ask us many questions around our ratings including ...
8
Sep
2015
Why does business structure matter?
Clients will often comment that it is obvious that our fund research should focus on the Investment Team, the Investment Approach and Past Investment Actions. However, they will, at ...