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Barbican's fund management techniques demand extensive investment research. In the case of offshore unitised funds, we monitor each of the major fund management companies - keeping abreast of their overall strategy, and of their relative strengths and weaknesses. No fund management company is strong in all areas. The business of fund management is undergoing constant evolution; mergers and takeovers are everyday occurrences. We therefore also monitor personnel movements; each of the funds within which we place client monies has an individual manager or small team, and we need to know if changes are made. We monitor fund prices on a daily basis, and identify performance trends - whether positive or negative. We apply a pre-determined cut-off point to fund price movements, buying or selling as appropriate when those points are reached. Our equities research is confined to the UK marketplace. We do not seek to re-invent the wheel, and so focus our research upon areas which we believe to be poorly served by others. For instance, the performances of stocks within the FTSE100 index are studied in the minutest detail by a host of analysts - and these shares are traded very heavily. The FTSE Mid-250, however, is relatively lightly researched and traded - and there are bargains in this area from time to time. We also monitor the research produced by a large number of leading economists, investment banks, fund management teams and stockbrokers across the world. This allows us to form our own view (which is not necessarily the consensus view!) of the appropriate asset allocation for each client. |
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