Pacific Current Group’s Investment Analyst, Curtis Yasutake, CFA, suggests three lines of questioning to help allocators and researchers avoid false impressions when evaluating investment managers.
Pacific Current Group’s Chief Investment Officer, Paul Greenwood, explores the challenges related to investment managers’ fundamental research efforts and offers some tools for investigating whether an investment team has thoughtfully calibrated their research to their strategy’s process and philosophy.
Pacific Current Group’s Chief Investment Officer, Paul Greenwood, explains why key-person risk—the perception that the success of a strategy is too heavily dependent on one or two people—is among the more exaggerated considerations when selecting an investment manager.