Our research approach.
Thorough analysis and independent thinking that cuts through market noise to identify considered investment opportunities.
how we invest
A disciplined, expert
approach to investment excellence.
Parent
Evaluating organisational stability, ownership structure, leadership quality, and strategic direction. We examine how the parent company's framework supports investment excellence.
Process
Analysing investment philosophy, portfolio construction methodology, and risk management protocols. We assess whether the fund possesses sustainable competitive advantages that endure across market cycles.
People
Examining team composition, expertise alignment, incentivisation structures, and decision-making dynamics. We evaluate how investment professionals collaborate to execute the stated investment strategy.
Performance
Scrutinising results across different market cycles, with particular attention to consistency, risk management, and adaptability. We analyse the factors driving performance to determine repeatability.
Price
Conducting detailed analysis of fee structures relative to peer groups and value delivered. We evaluate whether performance fees appropriately incentivise long-term objectives and examine how fee variations across different vehicles align with investor interests.
Research application
Turning analysis into investment value.
Structured evaluation
Our rigorous five-dimension framework ensures thorough assessment of investment opportunities, identifying those with genuine competitive advantages and sustainable attributes.
Strategic implementation
Research findings inform precise portfolio positioning, balancing specific investment objectives with appropriate risk parameters aligned to client goals.
Client-focused outcomes
All research activity ultimately serves one purpose: delivering consistent, high-quality investment insights that provide clarity during market volatility.
Continuous oversight
Beyond initial assessment, we maintain vigilant monitoring of investments, responding to market developments while maintaining disciplined adherence to core principles.
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What sets our research apart.
Principal-led analysis
Direct involvement from our senior investment professionals ensures every assessment benefits from decades of market experience and analytical depth.
Selective coverage
Our boutique structure allows us to focus exclusively on investment opportunities that meet our rigorous standards rather than pursuing comprehensive coverage.
Transparent ratings
Our clear, actionable ratings are supported by detailed analysis that articulates both investment strengths and potential vulnerabilities.
Continuous monitoring
Beyond initial assessment, we maintain vigilant oversight of rated investments to identify emerging risks or opportunities that could impact performance.
RESEARCH ACCESS
Secure your research access.
Gain direct access to Genium's high-quality investment research, ratings, and insights. Delivered with the clarity, depth, and conviction advisers rely on to make informed decisions.
