Multi-Manager

THE PORTFOLIO’S TERM SHEETS

THE END PRODUCT

Top quartile performance

A philosophy and process, resulting in top quartile performance over the long-term within lower risk parameters.

Asset class diversification

Different asset classes carry different levels of risk and reward. The portfolios are always diversified between a number of different asset classes.

Manager diversification

We believe that nobody is good at everything and specialists usually perform better than generalists. We therefore build portfolios using a diversified range of specialist managers.

Style diversification

Different investment styles perform differently in different market environments. We do not include managers who do the same thing in the same way in one portfolio. We employ style specific managers to create diversified portfolios to reduce the risk of exposure to a specific style.

Learn more about the Novare Multi-Manager Portfolios by contacting us