Fund Manager Q&A – Gravis Capital Management

How do we select the funds for your investments and what due diligence process is involved?

Gravis Capital Management (GCM) is a fund on our ‘watch list’ and, as part of a bigger ESG (environment, social, governance) movement being seen across the fund industry, it’s a good example of some of the diligence we carry out at Fiducia. Even if this fund doesn’t end up in our portfolios, we feel it’s a good example of the options out there and the consideration we give to shifting market priorities and investors’ values.

We like to post a periodical Fund Manager Q&A in an effort to give a little insight into the processes involved in investment management, to throw some light on what concerns or interests you may or may not have.

This month, we explore the discussion point of ‘alternative’ funds, using Gravis Capital Management (GCM) as an illustration of the options out there:

FWM: Are