Potential Advantages of Boutique Investment Firms Managing Mutual Fund Portfolios
“The best boutique firms reflect their managers’ passion for investing through a disciplined process grounded in quality research.”
The term “investment boutique” can describe a relatively wide range of asset management firms, but the general consensus is that investment boutiques are smaller, independently-operated firms that manage less than $10 billion in assets under management (AUM) with specialization or expertise in a particular segment or area of investing.
We believe the boutique model offers an attractive alternative to large firms and should be a factor investors examine when making investment decisions.
|Characteristics of boutique firms include:|
The sharp focus on a particular slice of the financial markets, coupled with disciplined, time-tested investment strategies managed by stable, long-tenured investment teams, working in close collaboration together, may help advisors provide their clients with compelling results over time.
Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.
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We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.