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Gatekeepers

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A Meeting of Minds Getting to know your peers

Gatekeepers, in the realm of fund management, are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus. At the core of this community sits A Meeting of Minds Gatekeepers which brings together heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.

Their shared focus revolves around fostering collaborative insights, staying abreast of market trends, and exchanging expertise to optimise fund selection strategies and enhance overall investment performance.

The agenda of this gathering encompasses various facets of investment, including in-depth discussions of market trends, portfolio optimisation strategies, risk management approaches, and the exploration of innovative investment opportunities.

If you would like to get involved please do call Mark Davison on 01483 861334 or email markdavison@owenjamesgroup.com.

Or request an invitation below:

 Event Invitation Request

Events

Findings from Gatekeepers

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