Manager Selection

Our Process In Researching And Selecting Managers

Identifying managers that provide consistent, risk-adjusted returns.

Potential candidates are evaluated on both a quantitative and qualitative basis. These factors include:

Quantitative Evaluation Factors

• Consistency of performance versus style-based peer groups and indices
• Consistency of risk characteristics
• Consistnecy in portfolio characteristics
• Operational evaluation (fees, manager tenure, asset size)

Qualitative Evaluation Analysis

Before recommending a manager, Johnston Investment Counsel must have an understanding of how the manager develops potential investment ideas, the research the manager conducts, and the portfolio construction process.