REGISTER SIGN IN ABOUT APPROACH WORKING WITH YOU INVESTMENT PROCESS NEWS HEDGE FUND DATA INSIGHTS SOLUTIONS FUNDS ENVIRONMENTAL AND SOCIAL CONTACT Prepared for change Constantly adapting We think of our investment process as a workflow. What started out over 27 years ago as a framework to assess investment opportunities has evolved into a highly efficient, focused and collaborative process. Our technique brings together several different areas of expertise and technologies to undertake a holistic appraisal of the investment environment and the opportunities and risks. We bring together qualitative and quantitative analysis; examination of data and observation, rigour and questioning. Our approach is designed to look beyond the numbers. We continually question and re-examine investment decisions; reassessing the premise on which the decision to invest was made in the first place to ensure the investment remains relevant. We are always seeking confirmation that we are on the right path. Our portfolios are agile enough to allow for rebalancing as and when required. Our approach to investment analysis is always evolving; we are flexible and aim to continue to refine and improve our approach to enhance investment outcomes. An investment process designed to look beyond numbers 1 1StrategyReview 2 2IdeaGeneration 3 3PrimaryScreening 4 4Peer GroupAnalysisand initialreview 5 5DetailedDueDiligence 6 6InvestmentGuidanceandSign Off 7 7 7OngoingMonitoring Previous Strategy Review Regular strategy and portfolio reviews and ongoing weekly research meetings inform our perspective; both strategy based, top down and manager based bottom up. In these meetings we consider: Strategy review and outlook Risk advisory committee findings The primary factors that are driving returns across our investments Structure of each portfolio going forward Areas for focus or potentially requiring change either at a portfolio or strategy level Portfolio specific changes: Early subscription dates, capacity etc. Review of primary and focused peer groups Analysts’ best portfolio ideas Review of manager monitoring and site visits Next PEOPLE Always alert ABOUT Born different JOIN OUR MAILING LIST Sign up to receive our monthly commentary SIGN UP DOWNLOAD AS PDF FUNDS Explore our fund universe. REGISTER SIGN IN T: +44 20 7589 1130 E: ir@aurumfunds.com twitter linkedin linkedin AN ALTERNATIVE PERSPECTIVE Global Offices Aurum Research Limited Fund Administrator © 2021 Aurum Funds Limited Privacy Statement Website T & Cs Policies FATCA Sustainability This website is operated by Aurum Funds Limited, authorised and regulated by the Financial Conduct Authority, on behalf of Aurum Fund Management Ltd. Aurum Fund Management Ltd. Is licensed to conduct investment business by the Bermuda Monetary Authority. We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.Ok