04Investment Managers

Positive engagement

A component part (but by no means all) of Bramdean’s investment process is our policy of positive engagement with investment managers, the key points of which are as follows:

  • In order not to overlook any new talent, Bramdean has an open door policy toward meeting money managers. Where possible, we will meet with you.
  • Researching managers is at the heart of what we do. We enjoy our jobs, and enjoy meeting managers. We conduct meetings, not interviews.
  • We will engage with you in a positive manner, which means being open and enthusiastic. We will make you welcome and treat you courteously and be grateful for the time you have spent with us.
  • Being courteous and pleasant does not mean we just soak up everything you say without asking questions or forming our own opinion! However, we positively engage with managers and want to find something good rather than simply look for the negative.
  • We will treat conversations and information provided in confidence.
  • If you call seeking feedback, we will help within reason where we can, but on a reactive rather than proactive basis.
  • We will answer any questions you have about Bramdean and our business, and address any perceived conflicts of interest.