Paul Ilott,Managing director of multi-manager research specialists Scopic Research Ltd.
It is well worth the extra effort, in my view, to research the broader suite of portfolios run by a particular multi-manager team rather than to concentrate solely on the one portfolio in which you have special interest. Firstly, it enables you to uncover things about your target portfolio that you might otherwise have missed and, secondly, it can have the effect of altering your view on it. If you take a Venn diagram approach as I do, and consider that a multi-manager team must concentrate more of its time researching the types of investment where there is greatest overlap between th...
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