OAM looks for managers and funds that have unique characteristics that separate them from their peers. Rather than relying solely on quantitative screens run in third‐party databases—a process that is mostly backward‐looking—the Consulting Group values face‐to‐face meetings with investment managers as another useful tool. These meetings help us gain an in‐depth understanding of the managers’ investment philosophy and processes, thereby reducing the universe of managers to a short list worth closer examination. To identify suitable capabilities worthy of research, the team employs a mix of screens by asset class while also responding to referrals from colleagues within OAM, Oppenheimer and other industry peers.
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