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By Swen Lorenz
Being validated by one family office can be the springboard from which you then succeed in building an entire investment firm. But what's the best way to get in front of them and convince them of your new firm?
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By James Faulkner
Those managers that take Operational Due Diligence seriously set themselves in good stead to win the trust of capital allocators and grow their business; those who don’t are in for a tough ride.
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By Swen Lorenz
Raising money for a fund post launch isn't rocket science – it’s just another process you need to go through with a methodological approach. Being successful requires know-how, resources, and deep dedication.
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By Swen Lorenz
Show the world that you are running not just a stock portfolio, but a fund management business. If you do that, clients will come to you – rather than you having to chase them!
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By James Faulkner
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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By James Faulkner
If you are not a fund manager yet but you would like to become one, how can you work strategically to build a track record?
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By James Faulkner
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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By James Faulkner
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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By James Faulkner
Choosing an emerging manager can help to tilt the odds in your favour when it comes to picking the right fund.
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By James Faulkner
Central banks told us that inflation would be ‘transitory’. Instead, inflation is now heading for double digits in Europe and the US – and it's widely predicted to stay elevated for years.
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By James Faulkner
The lack of concentration exhibited by many fund managers is a recipe for underperformance. In contrast, the research shows that funds with high concentration tend to outperform over the long term.
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By James Faulkner
History shows that it pays for a skilful fund manager to operate under an unconstrained mandate.
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By James Faulkner
Are a fund manager’s interests aligned with your own? A great way to find out is to check whether they have their own money invested in the funds they manage.
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By James Faulkner
Investors willing to take advantage of volatility can capitalise on the long-term outperformance of small-cap stocks - and now could be a great time to do just that.
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By James Faulkner
The free movement of capital is being curtailed the world over as globalisation is in retreat and the world fractures into competing power blocs. Capital controls can have a devastating impact on your wealth, but it’s not too late to protect yourself.
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By James Faulkner
Boutique asset managers might be at a disadvantage in terms of fundraising prospects vis-à-vis the big boys, but family offices know that what they lack in size they make up for in performance!
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By Swen Lorenz
The world has recently seen Russia cut off from the West's financial system, and something similar is likely to happen to many of the places commonly known as "tax havens". In short, tax havens are the next Russia – and it's great for Guernsey!
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By James Faulkner
Crypto is here to stay as a financial asset class in spite of the current shakeout. But anyone looking to start a crypto fund should think very carefully about where they do it. We provide answers to some of the most common questions.
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By James Faulkner
It is more difficult than ever to set up a new fund management company, but Swen Lorenz is an entrepreneur with an eye for an opportunity. In this interview he explains why the market is wide open for a nimble emerging fund manager like Sarnia Asset Management.
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By James Faulkner
The public perception of offshore financial centres is at least ten years behind the times. Changes to the global taxation regime in recent years have fostered a much clearer outlook for those investing in offshore funds.
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By James Faulkner
James Faulkner interviews Paladin ONE manager and Sarnia Asset Management founder Marcel Maschmeyer to find out what makes him tick – and why he’s evangelical when it comes to active fund management and European equities.
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By James Faulkner
Our fund management firm is all about active investing, but we are the first to say that most investors should simply opt for passive investing. This must sound surprising – and it's not the only surprising fact you will learn from this article.
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By James Faulkner
Guernsey has carved out its own unique niche based on stability, professionalism, and financial prudence. It’s a winning formula that is becoming increasingly hard to ignore. Read on to learn more about this dynamic island.
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By James Faulkner
Sarnia Asset Management’s focus is to give high-net-worth individuals, family offices and institutional investors from around the world access to high-performing niche funds.
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By James Faulkner
The team at Sarnia Asset Management (SAM) invite you to join them as they embark on their journey of building a fund management business.
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