We construct our client portfolios using the appropriate blend of no-load mutual funds or separate accounts to best meet your goals.
Thus, evaluating investment managers is an essential, ongoing process at XPYRIA carried out by our dedicated team of analysts.
Discipline is the cornerstone of our investment manager (mutual fund or separate account) selection process.
We select disciplined, experienced, and shareholder-oriented managers.
Our rationale is simple, we select managers whose best interests are aligned with your (our clients’) best interests and who resist the temptation to stray from what they do best.
A disciplined approach is necessary to ensure that your long-term interests are held above the allure of short-term profits.
In addition to quantitative screening of managers, qualitative screening is also an essential part of our evaluation process. Personal contact is a must when considering managers. Portfolio management is as much art as it is science. Our investment professionals conduct over 200 manager interviews annually both in our offices and in the manager headquarters. Our qualitative analysis focuses on a manager’s experience and tenure, shareholder orientation, discipline, passion for investing, and competitive advantage. During visits to manager offices, we interview their professional and administrative staff, review data processing capabilities, and other investment-related activities.
Our rigorous approach to manager screening, evaluation, selection and ongoing examination ensures that our investment portfolios meet the needs of our clients.