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• We start with AlphaQuest, our unique filtering tool. Only funds which, according to this analysis, have a greater than 60% chance of delivering outperformance, attributable to the skill of the fund manager, make it to the next stage of our process.


• Those fund managers who pass the AlphaQuest test are then subjected to further detailed qualitative analysis. Our experienced research team will interview the fund manager face-to-face, to better understand and assess how their investment process and style gives them an edge over other managers.


• When we meet a manager we grill them on their process and satisfy ourselves that they know what they're doing. We identify their investment philosophy and drill down into their portfolio to check that it is consistent with that philosophy. We look at the team they have behind them and whether they have any constraints.


• Once this analysis has been completed, the research will be subject to peer group review, within our team, and only then will those funds, whose managers we believe to be the most skilful, be awarded an Elite Fund Rating.

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