Annualised Alpha Target:
Investment Process Characteristics:
- This search is to identify an active investment manager for US Equities.
- Your investment process will be driven by fundamental research on companies and sectors.
- We are looking for a manager that picks companies they know 'inside out'.
100% Quant or Systematic-model driven managers, or multi-managers will not be considered.
- The provided benchmark is for reference and comparison purposes only.
- You should be benchmark aware, but not be constrained by this benchmark.
- Opportunities identified outside of the reference benchmark are allowed (no limits).
- A structural mid-cap bias is allowed.
- Style tilts/drift are acceptable, but your portfolio should be characterised as Core (as opposed to only value, or only growth stocks).
3 Year track record is a hard minimum (as of 30 Apr 2022).