Manager and Fund Selection (Investor Perspective)

Course Overview

In this module, we will be exploring how to choose a successful fund management firm and team.

We will start by discussing the expectations that investors have of fund managers and define characteristics of successful fund managers. We will then examine characteristics of a winning fund management team, including factors to look out for in a team’s track record.

We will conclude the module by analysing an example of the Africa MidCap team and see how we could apply lessons from this example in real life.

Key Takeaways

• Identify how to choose successful fund managers.
• Discuss characteristics of successful fund management teams.
• Analyse fund management teams.