The primary goal of the Public Markets Research Team is to deliver high absolute and relative returns over the long-term by partnering with of top-tier managers and select direct investments.
Support rigorous and comprehensive due diligence of asset managers and other direct investment opportunities.
Stress-test the manager’s assumptions and develop an independent view of the merits of the investment, particularly in the context of the manager’s mandate, skill and experience.
Meeting with managers, quantitative analysis of portfolios and performance, qualitative assessments of team, investment process and research quality, and external referencing and triangulation.
Produce detailed written investment presentation for discussion among the team and with the Internal Investment Committee.
Lead ongoing diligence and monitoring of investment managers and opportunities, including formal quarterly and annual reporting processes.
Conduct ongoing research on core investment themes.
