Rowan Research Process
Making the Grade
Rowan undertakes extensive research to ensure the funds selected for clients have the potential to deliver the returns anticipated and required by each investment portfolio. The first stage in the research process is to screen all funds using Rowan’s proprietary fund screening tool. Our report ‘Making the Grade’ is a summary of the results from screening the three main UK sectors; UK All Companies, UK Equity Income and UK Smaller Companies. This screening system grades each fund on an ‘A-F’ basis, with ‘A’ being best. ‘Making the Grade’ is a condensed version of the ‘screens results’ and shows the grade each fund achieved based on three year data. For research purposes the screening system is run monthly, whilst our report ‘Making the Grade’ is published every six months.
Latest ‘Making the Grade’ report.
Fund Manager Reviews
Meeting fund managers is a crucial part of our research process, and one to one meeting are always sought. The information gathered from these meetings is collated and held on a data base.
Two condensed examples from the ‘Fund Manager Reviews’ data base.
Past performance must not be taken as a guide to future returns.
The views and opinions expressed in this article are those of Rowan & Co. Capital Management PLC. The information concerning taxation treatment is based upon our understanding of current law and HMRC practice. Levels and bases of, and relief's from, taxation are subject to change. The amount of any relief will depend upon individual financial circumstances.
Because these investments and the income from them may go down as well as up, you may not get back the full amount invested. Because of the volatile nature of some of these investments, you may receive nothing at all.
This article is intended for information purposes only; it should not be taken to construe advice and it does not constitute a recommendation to buy, sell or otherwise transact in any of the markets and/or sectors referenced.
