Our Insights

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Investor Insights

Useful insights for investors

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size matters in fund management

By James Faulkner

Why size really does matter in fund management

Some funds can maintain their performance as they get bigger while others can’t. We reveal our tips for finding funds that are the right size for their respective mandate and how to spot a fund that could be getting too big for its boots.

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low portfolio turnover

By James Faulkner

Low portfolio turnover is key when it comes to investment performance

The best performing stock market mutual funds generally trade less frequently than their peers who trade more regularly, even when looking at those funds with high active share.

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Questions for fund managers

By James Faulkner

Questions everyone should ask their fund manager

Here’s our rundown of the most searching interview questions to ask your fund manager at your next meeting to ensure you understand how they intend to invest your money.

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Manager Insights

Useful insights for fund managers

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By James Faulkner

Seed funders – how to find them, how to do deals with them, and how to utilise them (beyond just getting money from them)

Securing seed funding is sometimes the quickest way of getting your fund out of the starting blocks from day one. However, it comes at a cost and isn’t always the right option. Here’s a look at the factors you need to consider before accepting seed-funding.

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By James Faulkner

What functions can you outsource as a fund manager?

As an emerging manager, there are only two things you can’t outsource: your investment strategy and investment selection process, and your fiduciary responsibility. Just be careful who you hand these responsibilities over to – otherwise you may come to regret it further down the line.

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By James Faulkner

Third-party marketers and placement agents: should you hire them as a boutique fund manager?

As an emerging manager, should you be using a placement agent to help market your fund? The answer will depend on your own individual circumstances and business model, but here’s a look at fund placement agents and what they’re all about.

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Our Latest News

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By Sarnia Asset Management

Harald Berlinicke to join Sarnia Asset Management as Partner - Manager Selection

Sarnia Asset Management, the Guernsey-based fund manager, is delighted to welcome Harald Berlinicke to its team as Partner - Manager Selection.

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By Sarnia Asset Management

Sarnia Asset Management successfully closes funding round

Sarnia Asset Management Limited, the Guernsey-based fund management company, has raised EUR 1m of additional growth equity.

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By James Faulkner

Introducing Sarnia Asset Management

Sarnia Asset Management’s focus is to give high-net-worth individuals and family offices from around the world access to high-performing niche funds.

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