In the Sauren Fund Manager Rating, the focus is on the individual fund manager responsible. This unique person-related approach to rating makes possible a promising evaluation of the prospects for an investment fund. Promising fund managers are awarded up to three gold medals after a detailed qualitative analysis.
The Sauren fund manager rating puts the focus in analysis on the decisive factor for the success of a fund – the fund manager. Rather than looking at the fund’s quantitative performance figures, we focus on qualitative assessments of the fund manager’s personal capabilities. The person-related fund manager rating is the crucial factor distinguishing us from the numerous fund ratings on the market and is still unique in Europe.
Every year over 350 intensive interviews are held with responsible fund managers, and over the course of time this process has built up a wealth of detailed experience from over 6,000 meetings. Besides the personal impression the fund manager makes, numerous other aspects are considered, including particularly the plausibility of the investment philosophy, the consistency in implementing it, and the process of generating investment ideas. This takes the analysis well beyond the purely quantitative procedure.
In addition to the initial qualitative analysis of a fund manager, equal importance is attached to follow-up discussions. This ongoing monitoring further deepens the understanding of the fund manager’s investment philosophy and way of thinking.
Of the numerous fund managers analysed, only the most promising are distinguished with the award of one, two or three gold medals. This emphasis the high standard of quality of the analysis and the character of the positive rating. Even one gold medal is a high rating.