Our Process In Researching And Selecting Managers
Identifying managers that provide consistent, risk-adjusted returns.
Potential candidates are evaluated on both a quantitative and qualitative basis. These factors include:
Quantitative Evaluation Factors
- Consistency of performance versus style-based peer groups and indices
- Consistency of risk characteristics
- Consistnecy in portfolio characteristics
- Operational evaluation (fees, manager tenure, asset size)
Qualitative Evaluation Analysis
Before recommending a manager, Johnston Investment Counsel must have an understanding of how the manager develops potential investment ideas, the research the manager conducts, and the portfolio construction process.