Selection of fund managers

Fund managers are selected on the basis of:

• A timely investment opportunity
• Substantial points of differentiation
• A good fit with investors’ preferences and objectives
• Skilful and intelligent risk-taking
• A business model where value drivers can be thoroughly analysed and understood
• The talent, flair and track record of the investment team
• Institutional-grade operating infrastructure
• Fair terms and conditions
• Strong alignment of interests so that all parties are driven by investment returns
• The overall strength and cohesiveness of the organisation

We undertake our own investment appraisal, reference checking and due diligence before working with a funds manager. This helps funds managers address potential problems prior to marketing and allows Brookvine to be a more effective investment advocate.

Investors also benefit from the quality of the due diligence and marketing materials that are prepared.