Manager Selection

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.