Research Manager Process
Manager research is all about asking the right questions and conducting thorough due diligence. It requires a respectful yet determined approach to uncover critical insights. By focusing on specific areas of interest and staying attuned to responses, especially when discomfort arises around discussing certain strategies or risk management, you can delve deeper to reveal important details. This careful probing ensures that nothing is overlooked in the due diligence process, leading to more informed decisions.
Richter Family Office’s Research Manager Process is renowned. Our team employs FIVE core stages to approve of a new manager or strategy, a process which takes months, even years, if necessary. Potential managers may be eliminated at any point in the process.
“We seek to find concentrated managers who have a style and approach that can differentiate from the market return, but more so in periods of stress than impressing us in periods of bull market runs. That’s the culture of diligence; it’s to unravel their process and understand how they think about that assessment and construct the portfolio as a result. And it doesn’t matter what strategy we’re seeking, we use that culture as part of our diligence” Danny Ritter, Partner, RFO.