With heightened uncertainty and volatility, the need for senior industry participants to fully understand offshore investment capabilities has expanded beyond the standard pitchbook or industry presentation. To be candid: these are largely homogenous and provide little insight into how & when an investment manager will add value.
Following the success of previous Best of Breed Research Tours, we are doing it again – with this year’s event including complimentary registration to Morningstar’s annual conference. Due to logistical restrictions, this tour can accommodate a maximum of 8 delegates.
The Best of Breed Research Tour provides financial services professionals with an efficient opportunity to meet with a select group of investment managers in Australia. Their agendas are to provide you with a deeper and more technical insight into their investment process and philosophies, whilst conveying their outlooks and portfolio positions. We are also coordinating at least one site inspection, whereby the Manager can explain first-hand their rationale for investing / not investing into a stock. These presentations are technical in nature, referring to “live” models, and provide an opportunity to meet many of the team members who contribute towards the portfolio outcomes.
Each meeting will be held at the Fund Manager’s office, providing a unique insight for delegates to interact and gain a deeper understanding into the culture and people behind their investment processes, and philosophies.