We coach Portfolio Managers

Like the personalities that created them, every investment process is unique. We work one-on-one with PMs. The majority of our coaching is with senior PMs, but we also work with junior PMs keen to develop their own process.

Before commencing, we share the philosophy of our approach to ensure a coach / client fit.

We typically commence coaching via our foundation program.

This program is a series of 4 x 2 hour coaching sessions over a period of 3 months with each PM. It has been described by existing clients as a practical approach to embedding probability theory into a process for active discretionary investors.

Process is governed by behavior, and we seek to:

  • Raise the PM’s awareness around their own patterns of behavior
  • Enhance disciplined probabilistic decision making
  • Improve PM’s communication clarity

We consult with Leaders of Asset Management Organisations

Topics include:

  • Understanding their own allocation of capital biases
  • Sponsoring a culture of process discipline
  • Summarising their team’s core philosophies in 20 seconds or less
  • Incentivization away from near-term alpha
  • Better awareness of luck and critical thinking in investing
  • Sponsoring communication clarity and simplicity across investment teams
  • Incorporating a system of ‘practice’, (understanding and responding to feedback) across the platform

We speak to larger audiences at Company off-sites

Topics include:

  • ‘Selecting skill in investing’
  • ‘How active discretionary managers can maintain or raise fee levels in the next 5 years’
  • ‘Just because everybody in the room is smart doesn’t mean that collectively the group makes smart decisions’

These speeches are deemed ‘to challenge convention’ in the investment world.

We provide personalised support for Portfolio Managers

Investing can be a lonely profession. Unlike other roles in marketing or operational management where relationship building skills are a requirement, a PM can generate returns on their own. These returns can be the result of good decisions or lucky outcomes. The motivation and drive to retain focus on the things a PM can control is often difficult, and thus we are sometimes asked to support PMs in a more holistic capacity. Examples are:

  • Helping PMs clarify what they want in a balanced life
  • Coaching PMs on a practical approach to focus on eliminating much that is distracting
  • Helping PMs with software solutions to better understand their own performance attribution
  • Helping PMs with individual software tools to aid process implementation