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Investor Insights

Useful insights for investors

By Sarnia Asset Management

7 Deadly Sins of Fund Managers

Investors always need to be on the lookout for any shortcomings in their fund managers that could negatively impact their investment performance.

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.

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.

Useful insights for fund managers

View all Manager Insights

By Sarnia Asset Management

7 Deadly Sins of Fund Managers

Investors always need to be on the lookout for any shortcomings in their fund managers that could negatively impact their investment performance.

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.

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.