We apply the principles of Buffettology to screen the managers we have selected for our clients. We monitor tenure, how long our managers have been at the funds they are managing, and how long they have been in the business. We determine whether or not they eat their own cooking by investing personally in their own funds. We also consider their performance relative to an appropriate index and the cost of their respective services.
The following chart is shining a light on some of the key factors we consider to be important considerations when selecting our short list of equity managers.
Talisman Equity Portfolio Managers
and Key Portfolio Metrics