Market: How to choose Funds and Managers

Among the main selection criteria for funds / managers used by Altamar are:

TRACK RECORD
  • VALUE CREATION
  • CONCENTRATION OF CAPITAL GAINS
  • RATIO OF CAPITAL LOSSES
  • ANALYSIS OF COMPANIES IN PORTFOLIO
INVESTMENT STRATEGY
  • CONTROL VS MINORITY
  • SOURCES OF "DEAL FLOW"
  • SIZE OF INVESTMENT
  • COUNTRIES
  • SECTORS
MANAGEMENT TEAM
  • STABILITY
  • SIZE
  • DISTRIBUTION "ECONOMICS"
  • SECTOR SPECIALISATION
  • INVERSTMENT IN MANAGED FUNDS
FUND STRUCTURE
  • FUND SIZE
  • INVESTORS
  • FEES AND EXPENSES
  • JURISDICTION
PORTFOLIO MAKE UP
  • SEGMENT
  • VINTAGE
  • GEOGRAPHY
  • OPERATION SIZE