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Investment Research

Choose The Best Investments For Your Portfolios

Our proprietary systems help us find good portfolio managers

Choosing investments which may be included in your portfolios is the next important step in the Portfolio Process. The actual investment screening we do at Global Portfolio Review is based on our proprietary style analysis computer program, known as VAMPIRE. Our program contains a comprehensive database of mutual funds, F-Class funds, and Exchange-Traded funds which have been quantitatively analyzed to determine which managers are adding value to the investment process and how they are doing it. We can even determine if the investment is using currency hedging or not.

The basic process we use in screening investments for your portfolios is:

  • Limit companies - To limit the number of possible investments, you choose the fund companies you want to use as well as any other types of investments. This step allows you stick with those companies you wish to deal with and be consistent with what you have done with your clients in the past.
  • Select investments that add value - This step ensures that you only consider those investments that add value which, by extension, should lead to a portfolio which adds value.
  • Categorize investments - Investments which have passed the first two screens are categorized by their behaviours over time. Investments which are highly consistent and ensure coverage across all areas of their asset class would be categorized as Core; other more inconsistent or specialized investments would be classified as Secondary.
  • One last check - Those investments which make it through the process are examined in more detail by referring to the annual reports, financial statements, market commentaries, etc. to ensure there are no other surprises.

Here are a few of the things we can identify with our computer program:

 

This investment has added plenty of value over the years and would be considered in Step 2.

 

This investment may qualify as a Core Investment in Step 3 since its equity style has been fairly consistent.