We look for fund managers who have the following investment objectives/philosophy:

• A priority toward client interests which translates into 95% client retention
• A process of identifying fundamentally sound and well managed companies with a favorable track record and long-term growth potential
• An investment strategy that focuses on real returns or returns net of inflation (Absolute Return)
• A focus on growing investors’ wealth over a long-term horizon through a disciplined approach
• A bottom-up approach to investing
• Stability and consistency in the fund management process and the fund manager with a good track record of over 10 years over several market ups and downs
• A belief in themselves and their funds proven by self-investment
• Fund Management firms which do not give multiple distributions to grow their AUM.
• Fund Management firms with a fair fee structure