Selection process
OE Capital´s process for selection of fund manager
Our credibility, reputation and standing in the market is to a large extent dependent on which fund we represent. For that reason we put the utmost weight on identifying, analyzing and conducting a comprehensive review of each fund manager. This is to secure that the managers recommended are those most professional and successful within their chosen strategies.
For more information about the process please click on the respective topic:
Scanning
Network, Media coverage, Meetings, Conferences
Screening
Performance, Risk, Allocation, Currency, Geographic region, Product category
Due Diligence
Performance/risk, Investment philosophy, Management style, Investment process, Infrastructure, Organisation, Personal meetings, References
Selection
Selection based on consistent management
Competence within strategy
Transparancy
Organisational, legal and administrative quality
Follow up
Updating of performance and risk, Management style, Compliance, Administration, Risk control, Feedback from investors, references, Prime Broker
