As part of our, admittedly lengthy, fund research document, one thing that may surprise you is the fact that we like to know what a fund manager’s favourite colour is.

In this podcast, portfolio manager Bob Tannahill sits down with Sam Corbet to discuss why we ask this question as part of our fund selection. Throughout the episode, which is based on his article Stand and Deliver, Bob explains why, as a standalone, numbers can be misleading. They also discuss the processes we use to evaluate performance in a wider context and the approach we use to identify high-quality processes that we anticipate could provide positive returns for our clients.

To read the original article, click here.