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Mosaic managers
successfully meet the diverse needs of institutional
investors. We seek managers that apply a
conservative process to each investment. Mosaic managers deliver superior
returns, but recognize that preservation of capital
is paramount with most global investors. The
identification and qualification process for
selecting non-traditional managers can be cumbersome
for investors.
Mosaic considers a
number of factors in the manager selection process
such as:
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Investment philosophy and approach |
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In addition to
verified results over a reasonable time frame,
Mosaic also delves into the rationale behind the
specific investment decisions that were made.
This rationale begins by understanding the
investment
decision-maker’s view of the world
and how it evolves as the investment climate
shifts. Implicit in this view is an assessment
of their passion for investing – Mosaic is
seeking highly motivated managers who view
investing as much more than just running money.
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Stability of the organization |
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Gifted investment
managers can be highly mobile individuals. In
addition to seeking organizations with a proven
approach, Mosaic also needs to know that there
is a measure of stability and equity, so that
the investment managers who created the track
record continue to be the decision-makers.
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Investment priorities |
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Mosaic looks for
organizations whose culture is sensitive to
placing investor interests above individual
interests. At the same time Mosaic values
managers with the confidence to invest along
side their clients.
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