Parmenion devote time and effort investigating potential investment funds. We seek out funds that fit into our core beliefs. Some of our funds are not even generally available in the retail market. Our rigorous process is two part; qualitative and quantitative.
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Qualitative analysis may be described as "soft". It involves getting to know the fund manager, their views on investment and their philosophy. We also investigate their style of investment, whether it is value, growth or a combination of various approaches.
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Quantitative analysis deals with the hard facts. This will include an examination of the fund performance over various time periods, the risk of the fund and how it is measured, plus the fee structure.
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Only after a complete analysis is a fund considered for inclusion within our asset classes.
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Once included within an asset class we closely follow the fortunes of the fund and will sell the fund should it not continue to fulfil its purpose.
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