4158 9.3821 W hile the total value of funds managed by Lorne House classes us as a medium-sized investment manager, we believe that our research capabilities are equivalent to those of much larger institutions. In the first instance they reproduce the suggestions of scores of brokers in several dozen countries, but we consider their ideas in the context of their earlier track records in anticipating earnings and price movements for the securities in question, the opinions of their competitors and our own analysis of the security, from an extra-national viewpoint. While many 'offshore' portfolio managers have access to such independent analysis from their 'onshore' parents, we understand that few others locate the entire investment decision process offshore. Our general strategy is outlined in our quarterly newsletter, the Lorne House Report .
Free copies are available upon request.
This results in an unusually close relationship between the client and the manager. If a potential client has, initially at least, less than 30,000 to invest for long term capital appreciation we might suggest pooling the money with our own senior executives' pension plan contributions, on identical terms. If larger sums are available and the client favours a mix of managers we will construct a suitable portfolio, mostly of investment or unit trusts. Income requirements will be met by direct investment in fixed interest securities. W e make no charge for suggesting the portfolio which we think would be suitable for clients who complete our confidential questionaire.