Overview
Manager Research
Manager Meetings
Capital Markets
Team
Canterbury Consulting - Research: Manager Research
Canterbury assists clients in managing their investment portfolio by designing an asset allocation plan and then filling each mandate with a best-in-class money manager. When Canterbury suggests a manager to a client, it is a thought-through recommendation made in the interest of adding absolute performance to the client's customized portfolio. We believe that it is our focus on extensive manager research and tailored portfolio construction that truly sets Canterbury apart.

The process of evaluating a new manager is a time-consuming one which requires attention to detail and an ability to look beyond the numbers and the "sales pitch" to discover what the manager is really all about. The sourcing, evaluating and monitoring of managers is led by our research team but our consultants take a proactive interest in meeting with managers and getting to know a firm's key individuals and strategies.

With $10 billion under advisement, Canterbury has significant visibility (buying power) to attract managers. However, we maintain an open door policy which means we will look hard at all potential candidates including managers not listed in any database, those that may not have the marketing resources to come to us and those that may be suggested by our clients.

Manager Universe
Quantitative Screens
Fundamental Screens
Qualitative Screens
Recommendations

 

  • Traditional Strategies
  • Equity
  • Value, Growth & Blended Styles
  • Domestic, International & Emerging Markets
  • Small, Mid and Large Capitalization
  • Fixed Income
  • Taxable and Tax Exempt
  • Short and Long Durations
  • Treasuries
  • Cash Management
  • Vehicles
  • Mutual Funds
  • Co-mingled Funds
  • Separate Accounts
  • Alternative Strategies
  • Private Equity
  • Venture Capital
  • Real Estate
  • Real Assets
  • Hedge Funds
  • Vehicles
  • Single Funds
  • Fund of Funds